Aj Bell

Trading update for three months ended 31 December 2022

Business, valuation and flow risks are biggest market challenges

Stick to annual gifting rules to avoid tax bills

Plus predictions for 2023 though crystal ball looking 'murky'

Options involving complex protection rules go under the spotlight

Crackdown on 'wealth' taxes final blow to income investors

Firms could give guidance without straying into regulated advice

For some clients, there are compelling reasons why the LISA can be used as a complement to the tax benefits on offer in pensions, writes Joshua Croft

Introduction of three mutually exclusive fund labels

Economic instability is hurting investor confidence, experts say