Episode Details

The end of the tax year is fast approaching – and that means a reset to your ISA and pension allowances, alongside important tax changes that could impact your returns.

In this episode of Investing Unlocked Extra, Georgie Frost is joined by Dan Coatsworth, Head of Markets at AJ Bell, to break down what investors should be doing right now – before the April 6th deadline.

They discuss:
• Why 2025 was a strong year for markets – and why volatility has returned in 2026
• Where investors are putting their money right now (and why tech is losing favour)
• How tax changes are quietly increasing what you pay
• The importance of using your £20,000 ISA allowance before it resets
• What a “Bed and ISA” is – and how it can reduce future tax bills
• Changes to dividend tax and what they mean for your income
• The pros and cons of cash vs investing in the current environment
• Common mistakes investors make at tax year end
• Why you don’t have to invest immediately after funding your ISA
• The power of consistency and long-term investing

If you’re unsure what to do before the tax year ends, this episode gives you clear, practical steps to stay ahead. 

Guest: Dan Coatsworth Head of Markets, AJ Bell https://www.ajbell.co.uk/our-writers/dan-coatsworth

LinkedIn: https://www.linkedin.com/in/dan-coatsworth-48910599/

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Disclaimer: This content is for information and educational purposes only and does not constitute personal financial advice. Investing involves risk, and your capital is at risk. If you’re unsure, consider speaking to a regulated financial advisor. 

In partnership with PensionBee.