AJ Bell: 99% of advisers have clients worried about Budget changes including CGT raise
The platform is calling on the government to commit to a ‘Pensions Tax Lock’
AJ Bell
-
-
Are UK finances at ‘breaking point’ ahead of the Autumn Budget?
Industry anticipates budget moves in light of UK borrowing reaching £16.6bn for September
-
AJ Bell posts 22% AUA increase despite ‘unhelpful’ Budget uncertainty
Investments arm saw £1.5bn net inflows in the year to 30 September
-
‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year
-
AJ Bell warns capital gains reset upon death and IHT reliefs at risk in the Budget
A big increase in CGT rates could backfire
-
PEOPLE MOVES: AJ Bell, the CISI, Mirabaud AM, RLAM, Allfunds, Stonehage Fleming IM
The platform makes two appointments
-
Chinese markets soar following announcement of ‘aggressive’ stimulus package
People’s Bank of China has announced measures to guide growth back to its 5% target
-
Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
-
Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan
-
Quilter tops lang cat’s advised platform sales chart as industry outflows rise
Total outflows up 30.4% year on year
-
AJ Bell: UK equity income funds trump global and tech peers since cost-of-living crisis
The FTSE 100 has more ‘jam today’ stocks which prospered in the market rotation, says AJ Bell’s Laith Khalaf
-
FCA lays out plans for traffic light ratings of DC pensions
Schemes to be rated red, amber or green on their performance