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Aj Bell

Worst-case scenario: How are investors protected if providers fail?

Regulation

Worst-case scenario: How are investors protected if providers fail?

Important for advisers to reassure clients about their protections

clock 17 December 2024 • 3 min read
Lifetime ISA limits are failing aspiring homeowners

ISAs

Lifetime ISA limits are failing aspiring homeowners

The government should do more to restore the LISA's relevance'

clock 09 December 2024 • 3 min read
AJ Bell launches £30m share buyback scheme as revenue surges 23%

Companies

AJ Bell launches £30m share buyback scheme as revenue surges 23%

'Record' AUA of £86.5bn, up £15.6bn from 2023

clock 05 December 2024 • 2 min read
AJ Bell CEO cautions chancellor over proposed pension IHT changes

ISAs

AJ Bell CEO cautions chancellor over proposed pension IHT changes

Michael Summersgill wrote to the Treasury over Budget shake-up

clock 25 November 2024 • 3 min read
Don't panic! Call for calm after Budget pensions IHT change

Tax planning

Don't panic! Call for calm after Budget pensions IHT change

Lisa Webster calls for a calm response to the IHT changes announced in the Budget earlier this month...

clock 14 November 2024 • 3 min read
AJ Bell cuts fees across multi-asset income range

Investment

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

clock 14 November 2024 • 1 min read
Why the lead-up to the Budget may have been worse than the Budget itself

Economics / Markets

Why the lead-up to the Budget may have been worse than the Budget itself

What Rachel Reeves and Dr Evil have in common

clock 13 November 2024 • 4 min read
Government's pension dashboard to launch before private sector

Pensions

Government's pension dashboard to launch before private sector

MoneyHelper Pension Dashboard to go live before commercial dashboards

clock 22 October 2024 • 3 min read
Why clients should consider a switch from Help to Buy to Lifetime ISA

ISAs

Why clients should consider a switch from Help to Buy to Lifetime ISA

Almost five years since Help to Buy ISAs were closed to new applicants

clock 22 October 2024 • 3 min read
Budget uncertainty fuels surge in pension and CGT client calls

Tax planning

Budget uncertainty fuels surge in pension and CGT client calls

Budget speech set for 30 October with tax changes likely

clock 21 October 2024 • 2 min read
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