This week in the markets, we can expect:

🚘First quarter results from Tesla and Lloyds
🛍️Full year results from Sainsbury’s
🇯🇵 Interest rate decision from the Bank of Japan

Read this @Portfadviser article for an outlook on this week’s key events with our team of experts

Bitesize Technical 📽️

Who receives tax relief on third-party contributions?

When somebody else contributes to your client’s SIPP, it is treated as if the client had contributed. Therefore, your client would get basic rate tax relief in the pension under relief at source.

Our

WEBINAR🧠

THURSDAY 25 APRIL 2024 | Bonds are back!

You can expect:
🔍Investigation into the current risks and opportunities in investment markets.
📈Specialist insight into the markets, from recent events to predicting potential future movements.
⏲️40 minutes of valuable

Based in Brighton? Connect with your Business Development Manager, Michael Teetsun, at AJ Bell On the Road 🚌

Get up to date with the latest platform developments and business financial updates that matter to you and your clients!

Secure your seat today: eu1.hubs.ly/H08HPqW0

What can we take from Nelson Peltz’s recent failure?

Our Editor in Chief and Investment Analyst, Dan Coatsworth, delves into the successes and failures of activist investors after Peltz failed to get a seat at the table with Disney's board of directors 🎡

7-minute read |

What’s in store for the rest of 2024? 🤔

Our Investment Director, @RussMould1, will be joining us ‘On the Road’ in Bristol and Brighton to look at the potential outlook for economies, markets, and portfolios in the year ahead and beyond!

Don’t miss out – register today:

The lifetime allowance abolition brought a whole new world of complexity – especially when testing pension benefits 🤔

That’s why we’ve created this Bitesize Technical episode to explain the new rules in the simplest way possible.

Our Senior Technical Consultant, Lisa Webster

All you need to know about the transitional tax-free amount certificate 👇

Under the transitional arrangement rules, the TTFAC could entitle your clients to more tax-free cash than would be available using the standard transitional calculations.

It’s a complex topic so we’ve

Only one week to go until ‘Bonds are back!’

In our ‘Off the Road’ webinar, Investments Director Ryan Hughes will investigate the current risks and opportunities in investment markets, delve into the impact of recent events, and forecast future activity.

You’ll also gain 40

Worries about the long-term stability of China’s workforce and consumer base grow

Join Investment Analyst Manan Goyal as he explores the implications of China’s aging population 🇨🇳

eu1.hubs.ly/H08nWJk0

Activist investors: are they in it for the company or the cash?

In his latest newsletter, our Editor in Chief and Investment Analyst, Dan Coatsworth, explores the factors influencing Nelson Peltz’s failure to gain a seat at Disney’s top table 🎡

7-minute read |

Have you checked out The Investment Asset yet?

It’s your one-stop shop for all things investments – you’ll find recent need-to-know updates and insights in one convenient place!

Visit the page today: eu1.hubs.ly/H08jXhL0

Mark your calendars because AJ Bell On the Road is back! 📅

This May and June we’re making three additional stops to deep dive into the latest on investment markets, regulation, and technical issues.

Find out more: eu1.hubs.ly/H08y-DF0

#AJBellOntheRoad

The FCA wants improvements to retirement advice 🕵️

In this update, our Head of Public Policy, Rachel Vahey, delves into the mixed findings of the recent retirement income advice thematic review and the subsequent response from the FCA

Read now: eu1.hubs.ly/H08CMtZ0

Clients could be caught out by applying for a transitional tax-free amount certificate – not everyone needs to apply.

Our Senior Technical Consultant, Lisa Webster, explores why you should avoid using a blanket approach for the new transitional arrangements 💻

Take a look

Bonds are back in 2024!

In our upcoming ‘Off the Road’ webinar, Investments Director Ryan Hughes will give an overview of the investment markets, exploring the current risks and opportunities, before predicting potential future movements.

He’ll also present our Strategic Asset

Uncertainties surrounding the new pension regime remain…

As there are several areas where legislation does not align with policy intent, our Senior Technical Consultant, Lisa Webster, breaks down where to expect potential changes to the Finance Bill 2024 in her update ✍️

It’s time for your weekly technical round-up 🚀

Our experts help you stay up to date on the latest trending topics and how they work in practice.

You can find more technical articles and resources here: eu1.hubs.ly/H08CLck0

Get ready, Brighton!

AJ Bell On the Road is heading your way next month 🚌

Join our team of experts as they break down the latest updates you and your clients need to know about – including navigating life without the lifetime allowance and why the Retirement Income Review

Are activist investors losing their magic touch?

Nelson Peltz’s recent failure to get a seat on the board of directors at Disney suggests companies are losing faith in activist investors

Our Editor in Chief and Investment Analyst, Dan Coatsworth, investigates🧐

7-minute read |