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AJ Bell Money & Markets

Surviving the market turmoil, how to get the most from an ISA, Alliance Witan’s debut results

13 Mar 2025

Description

If you’re trying to understand the turmoil on the markets, don’t miss this week’s episode of the AJ Bell Money & Markets podcast. Dan Coatsworth explains what’s going on, what might happen next, and how to keep your cool. [01:13] This podcast is our ISA special: we’ve gone all out on explaining the pros and cons of Individual Savings Accounts. Laura Suter and Charlene Young join Dan in weighing up the range of ISAs currently available and whether they are still fit for purpose. They talk Stocks & Shares ISAs, Cash ISAs, Junior ISAs, Innovative Finance ISAs and Lifetime ISAs. [04:24] Tom Selby reclaims his crown as the podcast taskmaster and brings back the legendary ISA quiz. [14:27] Want to know where other investors have been putting their ISA money this year? Dan reveals the top selections and talks through some interesting trends. [24:06] Everyone would love to be an ISA millionaire, but how hard is it to hit the goal? Laura does the maths. [28:15] We’ve had loads of listener questions come in, so the team tackle three burning ISA issues: which is better: an ISA or a pension? [31:31]; what is a Bed & ISA and should I bother with it? [34:50]; and how does the taxman know if I’m over the £20,000 ISA allowance? [36:52] Finally, our special guest this week is Craig Baker from the team behind the £4.7 billion Alliance Witan investment trust. Its first results since the merger have just come out and Dan talks to Craig about performance and what Alliance Witan is trying to achieve longer term. [39:27]

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