Matt Williams
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Income tax or NI cut on the table – Evelyn Partners’ Head of Tax looks at what tomorrow’s Autumn Statement might bring
New ‘leaks’ have emerged ahead of the Chancellor of the Exchequer’s watershed fiscal statement on Wednesday, with reports now suggesting that, alongside…
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PensionBee: ‘Pot for life’ pensions are great news for savers
In response to a story that the Government is to introduce pension ‘pots for life’, which for the first time would enable…
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HMRC data reveals year-on-year increase in IHT receipts
New data published today by HMRC shows that IHT receipts for April to October 2023 were £4.6 billion, which is £0.5 billion higher than the…
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Saltus: Why Inheritance Tax should not be at the top of the Autumn Statement wish list
61% of High-Net-Worth Individuals plan to give away the majority of assets during their lifetime. Commenting on the speculation around reforms to…
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Quilter Cheviot MPS launches two new strategies on platforms
Quilter Cheviot has announced its Managed Portfolio Service has launched two new strategies on adviser platforms, available immediately. The company is adding…
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Quilter: How rumoured cuts to income tax and National Insurance at the Autumn Statement would impact your client’s finances
Shaun Moore, tax and financial planning expert at Quilter, has explained the ways in which the rumoured income tax and national insurance…
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Equity release vs inheritance tax – how do both routes differ when passing wealth onto the next generation?
Chancellor Jeremy Hunt is expected to announce a cut inheritance tax (IHT) in his Autumn Statement, affecting 4% of all UK families.…
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Nationwide: Black Friday set to be biggest on record as Brits use sales to support Christmas spend
Black Friday is tipped to become the busiest on record as Nationwide Building Society predicts sales to be boosted by bargain hunters…
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Anna Davies appointed Wealth Proposition Director at The Openwork Partnership
The Openwork Partnership has announced the appointment of Anna Davies as Wealth Proposition Director, reporting to Rob Askham. In her new role,…
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Wesleyan’s new Equality Grant launches with a £70,000 donation to projects tackling inequality in society
Wesleyan, the specialist financial services mutual, has donated grants totalling £70,000 to eight organisations across the UK dedicated to reducing inequalities in their local…

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