Aj Bell

AJ Bell has called on Chancellor John Healey to commit to pension tax stability to avoid another round of damaging speculation about tax-free cash ahead of the October Budget. The firm shared its Budget submission to the Treasury today, highlighting that a pre-Budget commitment to pension tax s

AJ Bell has announced a series of governance changes, including two new non-executive directors, three board departures, and a new independent chair of its investment committee. Craig Gentle joins the board as a non-executive director with effect from 1 September 2026, and Steve Langan joins as a no

AJ Bell Custody Solutions has signed an agreement with Daintree Wealth Management. Daintree will use AJ Bell's Model B solution, designed to give advisers with more control and flexibility over the client experience. Firms partnering with AJ Bell Custody Solutions retain ownership of the client rela

AJ Bell Investments’ Gilt MPS range has surpassed £100m of customer assets, highlighting growing adviser demand for short-dated government bonds as a tax-efficient alternative to cash. The Gilt MPS was launched last April to provide advisors and clients access to a managed portfolio

Aviva is trading near 52-week highs ahead of its first-half results, as all eyes are on chief executive Amanda Blanc following its multi-billion pound turnaround. Analysts are expecting profits for the first half of the year to rise by roughly 17.5% year-on-year to £1.3 billion.  A s

AJ Bell has updated its logo in a bid to reinforce its "feel good investing" campaign. The investment platform confirmed it will keep its brand name the same, but will be launching a new logo that will feature a bell as the front graphic with a new font and colour palette from September 5 on its dir

John Healey, the newly appointed Chancellor, is being called on to guarantee long-term stability on pension tax rules, following a surge in early withdrawals from retirement savings that new analysis links to uncertainty ahead of the last Budget.

The UK Consumer Price Index (CPI) held steady in May, rising by 0.2%, the same rate as in May 2025. 

Cash ISAs experienced a record year in 2025 as savers funnelled £57 billion into these accounts, according to the latest Bank of England figures. This surge represents the highest annual inflow in a decade, vastly outstripping the activity seen since the allowance rose to £20,000 in 2017

Chancellor Rachel Reeves has refused to rule out tax hikes in the upcoming budget, as she stressed that she will make the "necessary choices". Expected on 26 November, the Chancellor said that the budget will be based on "fairness and opportunity" after "the world has thrown even more challenges in

The most striking announcement from the Bank of England today is not the cut in interest rates, but the prospect of inflation rising to 3.7% this year while its forecasts show the economy continuing to flirt with recession, writes Laith Khalaf. Rising prices will not make for happy consumers who hav

As the number of people paying dividend tax in the 2024/25 tax year is forecast to have doubled in the last three years, Laith Khalaf looks at how investors can beat the dividend tax trap. Cuts to the dividend allowance mean the number of people facing tax on their dividends is soaring. HMRC forecas

The number of people expected to pay dividend tax in the 2024/25 tax year has almost doubled since 2021/22, a Freedom of Information request from AJ Bell has revealed. Just under £18 billion is set to line Treasury coffers for this tax year alone, with nearly 3.6 million taxpayers subject to t

Paul Angell, head of investment research at AJ Bell, looks at what happens when a prominent fund manager leaves or retires and the questions investors might ask themselves when deciding what to do. While the concept of ‘star managers’ may have lost some momentum in recent years, there ar

The Treasury has collected a record £14.3 billion in capital gains tax (CGT) in the last financial year, an increase of 42% from the previous period. The record sum was realised on £80bn of gains. This is attributed to rushed sales of buy-to-let homes and growing house prices as an all-t