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Aj Bell

'No surprise' – IHT receipts rise with record year expected

Tax planning

'No surprise' – IHT receipts rise with record year expected

Hit £7.7bn for year to February

clock 20 March 2026 • 3 min read
No u-turn on pension IHT overhaul as Finance Bill set to become law

Tax planning

No u-turn on pension IHT overhaul as Finance Bill set to become law

Poised to receive Royal Assent

clock 18 March 2026 • 3 min read
Lords move to increase salary sacrifice cap to £5,000 'a pragmatic step'

Pensions

Lords move to increase salary sacrifice cap to £5,000 'a pragmatic step'

Amendments will reduce or remove the impact of changes to salary sacrifice for most savers

clock 12 March 2026 • 3 min read
 Rachel Vahey: Advisers and clients still need clarity on NMPA increase

Pensions

Rachel Vahey: Advisers and clients still need clarity on NMPA increase

'HMRC has had years to clear this up but has sat on its hands'

clock 11 March 2026 • 4 min read
AJ Bell Investments expands Gilt MPS range with three portfolios

DFM & Model Portfolios

AJ Bell Investments expands Gilt MPS range with three portfolios

Launches in response to adviser demand

clock 05 March 2026 • 2 min read
Clients could be losing out by sticking to index funds over ETFs

ETFs

Clients could be losing out by sticking to index funds over ETFs

Awareness of ETF upsides challenges the notion mutual funds are ‘just as good’

clock 04 March 2026 • 5 min read
Charitable gifting from pensions: Beating the post-75 double tax

Estate planning

Charitable gifting from pensions: Beating the post-75 double tax

Gifting from the estate vs the pension

clock 04 March 2026 • 4 min read
FCA non-advised pension transfer plans branded 'anti-consumer'

Pensions

FCA non-advised pension transfer plans branded 'anti-consumer'

AJ Bell blasts FCA’s plans as ‘worst kind of regulatory intervention’

clock 23 February 2026 • 3 min read
UK inflation falls to 3% to give BoE 'green light' for rate cut

Economics / Markets

UK inflation falls to 3% to give BoE 'green light' for rate cut

In line with expectations

clock 18 February 2026 • 2 min read
AJ Bell simplifies Bed and ISA process amid tax-efficient demand

ISAs

AJ Bell simplifies Bed and ISA process amid tax-efficient demand

Greater appeal following Budget tax changes

clock 18 February 2026 • 2 min read
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