Aj Bell

AJ Bell platform hits £80.3bn AUA as advised customers increase

Your profession

AJ Bell platform hits £80.3bn AUA as advised customers increase

The firm recorded total advised customers of 165,000

clock 18 April 2024 • 2 min read
Child benefit changes extend tax trap to more parents

Tax planning

Child benefit changes extend tax trap to more parents

'We know that lots of parents are bamboozled by the system'

clock 04 April 2024 • 3 min read
The clock is ticking: IFAs under time pressure as tax rules change

Pensions

The clock is ticking: IFAs under time pressure as tax rules change

Time pressure to implement pension and ISA reforms may impact consumer outcomes, writes Mark Rendle

clock 25 March 2024 • 5 min read
Adviser insight on transitional tax-free amount certificates

Pensions

Adviser insight on transitional tax-free amount certificates

'A blanket approach should not be taken'

clock 13 March 2024 • 4 min read
Aviva named the preferred platform provider by advisers

Wrap/platforms

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

clock 04 March 2024 • 1 min read
Advisers warned April LTA changes are 'far from simple'

Your profession

Advisers warned April LTA changes are 'far from simple'

AJ Bell to establish a technical hub for advisers to use in the lead up.

clock 22 February 2024 • 1 min read
Many parents in the dark on tax on children's savings interest

Tax planning

Many parents in the dark on tax on children's savings interest

'There will be lots of people unnecessarily paying tax this year'

clock 22 February 2024 • 3 min read
Labour to retain triple lock if it wins general election

Pensions

Labour to retain triple lock if it wins general election

AJ Bell calls on all political parties to ‘come clean’ on pensions

clock 20 February 2024 • 2 min read
Unwinding home bias: No bottom in sight for UK fund outflows

Investment

Unwinding home bias: No bottom in sight for UK fund outflows

Domestic fund buyers remain reluctant to back UK funds

clock 16 February 2024 • 4 min read
Can clients 'double dip' on tax-free cash by transferring overseas?

Pensions

Can clients 'double dip' on tax-free cash by transferring overseas?

Rules could shake up the QROPS transfer market

clock 15 February 2024 • 4 min read
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