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Aj Bell

Rachel Vahey: Five (other) possible Budget announcements

Tax planning

Rachel Vahey: Five (other) possible Budget announcements

Budget speech set for 26 November

clock 10 September 2025 • 3 min read
Investors are 'sleepwalking' into a dividend tax shock

Tax planning

Investors are 'sleepwalking' into a dividend tax shock

‘The number of people paying dividend tax has exploded’

clock 02 September 2025 • 2 min read
Laith Khalaf: Trump makes (some) active funds great again

Investment

Laith Khalaf: Trump makes (some) active funds great again

42% of active managers have outperformed a passive alternative so far in 2025

clock 02 September 2025 • 3 min read
The impact of the Overseas Fund Regime explained

Regulation

The impact of the Overseas Fund Regime explained

Initially covers UCITS funds issued in most EU and EEA member states

clock 27 August 2025 • 3 min read
Pensions and IHT - is gifting the best option?

Tax planning

Pensions and IHT - is gifting the best option?

‘Advice will be more valuable than ever’

clock 22 August 2025 • 3 min read
Quilter named most recommended adviser platform but Aviva narrows gap

Platforms

Quilter named most recommended adviser platform but Aviva narrows gap

A significant gap for competitors to close to the leaders, Defaqto finds

clock 13 August 2025 • 2 min read
Chancellor Khalaf has a plan to make our economy boom

Economics / Markets

Chancellor Khalaf has a plan to make our economy boom

'So, Sir Keir, if you're reading, I do genuinely hope Rachel is doing okay. And my number's still the same. So, you know, call me'

clock 25 July 2025 • 5 min read
AJ Bell reports record platform quarterly net inflows of £2.5bn

Platforms

AJ Bell reports record platform quarterly net inflows of £2.5bn

Advised platform reported £600m net inflows

clock 24 July 2025 • 1 min read
Government launches third state pension age review

Your profession

Government launches third state pension age review

Increase in state pension age from 66 to 67 is scheduled for between 2026 and 2028

clock 22 July 2025 • 2 min read
Govt 'blows chance' to bin original IHT/pension implementation plans

Tax planning

Govt 'blows chance' to bin original IHT/pension implementation plans

Unused pension funds will fall under IHT scope from April 2027

clock 22 July 2025 • 6 min read
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