Managing your investments


The changes we've made to the Favourite funds list

We keep our Favourite funds list under constant review to ensure we have the highest conviction in the funds we’ve selected. Following a recent review,...

Thu, 20/03/2025 - 15:18


10 ways to beat the taxman before April

With the end of the tax year nearing, it’s a great time to think about your finances, changes you want to make to your ISA...

Mon, 17/03/2025 - 14:12


Are safe havens good for those fleeing the Trump slump?

The mighty S&P 500 has taken a tumble. The US index dipped briefly into correction territory, defined as a 10% fall from a previous peak....

Mon, 17/03/2025 - 12:56


What should savers and investors expect from the Spring Statement?

The chancellor’s Spring Statement will be announced on 26 March, but the economic picture the Office for Budget Responsibility (OBR) paints is expected to be...

Mon, 17/03/2025 - 09:20


Which investment strategy has delivered the best 10-year returns?

We have put five common investing strategies to the test to see how they stacked up against each other. Perhaps not surprisingly in such momentum-driven...

Fri, 14/03/2025 - 09:52


How to generate a tax-free million for your family

A family of four who had maxed out their Individual Savings Accounts (ISAs) every year for the past 10 years ago would be on...

Thu, 13/03/2025 - 12:57


Income ‘smoothing’: what it means in practice

In late 2024, we changed how the income payments from the AJ Bell Income and AJ Bell Income & Growth funds are made. It means...

Thu, 13/03/2025 - 10:49


How to create the blueprint for your child's future investing strategy

Junior ISAs are one option if you’re looking to invest for your child’s future – plus, they can’t access their money until they turn 18....

Wed, 12/03/2025 - 09:45


What it takes to be an ISA Super Investor

We take a look at the ISA ‘Super Investors’ that have built Stocks and shares ISA portfolios worth £1 million or more, as well...

Tue, 11/03/2025 - 17:33


What investors are buying in their ISAs: the most popular funds, trusts and shares

AJ Bell DIY investors have been busy filling their Individual Savings Accounts (ISAs) ahead of the tax year-end on 5 April. ISAs are a...

Tue, 11/03/2025 - 09:17


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