AJ Bell Investcentre

Expert views on the year ahead 🚀 Our Investment Outlook 2025 has landed! Filled with exclusive insights from some of the UK’s most-respected investment experts, covering everything from opportunities in the US and European markets to sustainable investing and intangible assets. Don’t miss out – download your free copy: https://lnkd.in/eMWxTiwx

Thank you to everybody who attended this morning in London – it’s always great to see so many people. We hope you found the content useful 🙌 CPD certificates will be distributed via email in the coming days. We have a few seats left at the final three sessions of our tour next week in Kendal, Brighton and Bolton so be sure to secure your seat now: https://lnkd.in/gB9upmca #AJBellOnTheRoad

Are you up to date with changes around pensions and inheritance tax after Labour’s Autumn Budget? Our Senior Technical Consultant, Lisa Webster, is here to present her much-loved technical roundup. Lisa analyses industry developments in her ‘one-stop-shop’ roundup to keep you up to speed on important changes you and your clients should be aware of 📝 #AJBellOnTheRoad

Next our guest speaker, Technical Specialist from Canada Life UK Adviser, John Chew takes to the stage. We’re pleased that John is here this morning to explore tax efficient estate planning with on- and off-shore bonds. He shares his expert insight, looking at potential opportunities for using investment bonds with advantageous tax benefits, and outlines why they’re an important tool to consider in estate planning. #AJBellOnTheRoad

It’s a pleasure to bring to you a session by our Investment Director, Russ Mould, as he delivers his predictions for the remainder of 2025. Russ explores the potential outlook for economies, markets and portfolios in the year ahead and beyond 🔮 #AJBellOnTheRoad

Getting our On the Road event underway this morning is Alison Mollard as she joins us to deliver a platform update on AJ Bell Investcentre. Alison takes a look at our business financials as well as announcing some exciting platform developments that you can expect to see soon. 👀 #AJBellOnTheRoad

Good morning, London! 💂 We’re ready to welcome you to an exciting morning of On the Road at the Leonardo Royal Hotel. Today we’ll be joined by many industry experts including our very own Sales Director, Alison Mollard, Investment Director, Russ Mould and Senior Technical Consultant Lisa Webster. We’re also pleased to be joined by our guest speaker – Technical Specialist in Tax and Estate Planning, John Chew from Canada Life UK Adviser. Registration opens at 9am with breakfast and refreshments – see you then! ☕ #AJBellOnTheRoad

Warren Buffett famously said: "Gold gets dug out of the ground… then we bury it again and pay people to stand around guarding it. It has no utility.” Yet, investors don’t seem to care. Gold has surged 46% in the past year, outperforming many top tech stocks 🚀 With central banks stockpiling gold and economic uncertainty looming, is gold still "useless"? Or is it more relevant than ever? Find the link in the comments.

Regulatory Outlook – Dates for your diary 👇 Our download for this month includes February’s important dates for your calendar, and what to look out for up until April. You can also see comments from our technical experts on this month’s key topics, such as why lifetime ISAs need an urgent upgrade: “The lifetime ISA has had an air of an Aesop’s fable. A bizarre-looking product that was made rather than evolved. Its original purpose was never communicated properly and instead it sits somewhat uncomfortably purporting two opposing objectives: saving in the short term for a house deposit and in the long term for retirement.”

Want less choppy income returns for your clients? 🌊 We’ve lowered the OCF of both our AJ Bell Income and AJ Bell Income & Growth Funds to just 0.50%. What’s more, your clients can expect ‘smoother’ income returns, with 11 roughly equal payments throughout the accounting year, and one larger payment at the end. Get onboard with two of the cheapest, best-performing funds in the sector: https://lnkd.in/eAQa-xcP Past performance is not a guide to future performance and some investments need to be held for the long term. Capital at risk.