The A&J Knowledge Centre

Diligent Management of your Investment Portfolio

As a heavily regulated industry, managing your finances must meet certain criteria and rules in order to remain compliant.

 

At A&J, we have a dedicated team researching the ever changing legislation that impacts our role and how we manage your money, enabling us to provide the most proficient service to our clients.

We have consolidated some of this information into factsheets for your reference and information, please click through to the relevant sections for you.

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Tax Allowances

Products for Tax Planning

Inheritance Tax Solutions

Defined Contribution Pensions

Defined Benefit Pensions

Annuities vs. Drawdown

Protection

Investment Bonds

Asset Classes

EIS/SEIS/VCT

Financial News

Spring 2024 Budget Guide

8th March 2024 Spring 2024 Budget Guide On Wednesday, 6 March, Jeremy Hunt, the Chancellor of the Exchequer, addressed the Commons to deliver the Spring

Monthly Update: March 2024

5th March 2024 Global Outlook The Magnificent Seven continued to rally with NVIDIA leading the charge. Microsoft, Google parent Alphabet, Amazon, Apple, Meta, NVIDIA, and

Monthly Update: February 2024

1st February 2024 Global Outlook 2024 saw a mixed start to stock markets as investors attempted to ascertain when central banks would begin to cut

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A&J Wealth Management Ltd

Sawfords

Bigfrith Lane

Cookham Dean

Berkshire

SL6 9PH

01628 480200

enquiry@ajwealth-management.com

© 2024 A&J WEALTH MANAGEMENT LTD A&J Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register, no 428590, at www.fca.org.uk/register Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH

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