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Browsing Tag

AJ Bell

5 posts
PPersonal finance
Lifetime gifting and inheritance tax
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Lifetime gifting and inheritance tax

  • August 18, 2026
Pension pots will fall into 40% inheritance tax net from next April, making lifetime gifting a serious option…
PPersonal finance
Inheritance tax risks and pension pot calculations
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Inheritance tax risks and pension pot calculations

  • July 15, 2026
It’s now less than nine months until unused pensions will be included in calculations for inheritance tax (IHT)…
PPersonal finance
Rachel Reeves is about to do the unthinkable, act now if you're over 60 | Politics | News
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Rachel Reeves is about to do the unthinkable, act now if you’re over 60 | Politics | News

  • January 9, 2026
Chancellor Rachel Reeves could walk into the treasury in March, and deliver what may be the most painful…
PPersonal finance
New Cash ISA rules for state pensioners announced in limits cut today | Personal Finance | Finance
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New Cash ISA rules for state pensioners announced in limits cut today | Personal Finance | Finance

  • November 26, 2025
State pensioners will not see their Cash ISA limits cut in new rules just for over-65s announced by…
PPersonal finance
More than 1.1m people over pension age could pay income tax on savings accounts
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More than 1.1m people over pension age could pay income tax on savings accounts

  • October 20, 2025
Charlene Young, senior pensions and savings expert at AJ Bell, said: “Most people have a personal savings allowance…
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