Aj Bell

As the number of people paying dividend tax in the 2024/25 tax year is forecast to have doubled in the last three years, Laith Khalaf looks at how investors can beat the dividend tax trap. Cuts to the dividend allowance mean the number of people facing tax on their dividends is soaring. HMRC forecas

The number of people expected to pay dividend tax in the 2024/25 tax year has almost doubled since 2021/22, a Freedom of Information request from AJ Bell has revealed. Just under £18 billion is set to line Treasury coffers for this tax year alone, with nearly 3.6 million taxpayers subject to t

Paul Angell, head of investment research at AJ Bell, looks at what happens when a prominent fund manager leaves or retires and the questions investors might ask themselves when deciding what to do. While the concept of ‘star managers’ may have lost some momentum in recent years, there ar

The Treasury has collected a record £14.3 billion in capital gains tax (CGT) in the last financial year, an increase of 42% from the previous period. The record sum was realised on £80bn of gains. This is attributed to rushed sales of buy-to-let homes and growing house prices as an all-t

AJ Bell, one of the UK's largest investment platforms, has seen its profits rise by almost a third despite the economic uncertainty of the coronavirus pandemic. The firm's profit before tax increased by 29% to £48.6 million from £37.7m the year before. Its revenue increased by 31% to &po

AJ Bell, which is one of the UK’s largest investment platforms, is moving into the cash savings market after the company experienced an increase in trading volumes during the coronavirus pandemic. The firm's customers will be able to apply for fixed-term savings accounts from a variety of

AJ Bell has posted record profits in its first year as a listed company. The company, which is one of the UK’s largest investment platforms saw pre-tax profits increase by 33% to £27.7 million in the year to the end of September on revenue up 17% to £104.9m.