Matt Williams
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VCTs in a higher-tax, lower-growth world
For decades, the financial adviser’s toolkit for high-net-worth clients relied on a familiar tripod: pensions for the long term, ISAs for flexibility,…
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Mercia’s Northern VCTs raise record £80.0million
Mercia Asset Management PLC’s three Northern Venture Capital Trusts (Northern VCTs), which form part of Mercia’s third-party funds under Management (FuM), have…
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Beat the clock: the two VCTs to buy before the tax relief axe
Investors wishing to invest in venture capital trusts (VCTs) before the end of the tax year may need to act swiftly. Several…
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Podcast #162: Surviving the current market storm, with Royal London’s Trevor Greetham
Markets have been shaken again with the continuing war in the Gulf adding fresh uncertainty for advisers and clients alike. With the…
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Don’t leave it late: Smart ways to prepare for tax year end
As we approach tax year end, advisers will no doubt be working hard to make sure their clients have made the most…
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TEI Podcast #12: Unpacking last-minute BR allowance changes and the complex estate planning landscape, with Octopus Investments’ Toyin Oyeneyin
In this month’s special Tax-Efficient Investment edition of IFA Talk, in partnership with Octopus Investments, we’re focusing on the last-minute changes to…
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Brown Shipley: Entrepreneurs act early as tax changes approach
Entrepreneurs across the UK are racing to reshape their financial strategies ahead of expected tax and policy changes, according to research from…
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Wealth Club: Panic spreads as oil prices rocket
FTSE 100 has opened sharply lower, and is trading down 1.5%, after Asian markets slumped over scorching energy prices. Meanwhile, Brent crude rises by…
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SyndicateRoom reports 10x surge in investor interest for EIS and SEIS tax carry-back options
SyndicateRoom, the data-driven venture capital fund manager, has recorded a tenfold (10x) increase in investor enquiries specifically targeting ‘carry back’ tax relief…
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Beyond the tax break: why 2026 is the year of the Knowledge Intensive EIS
If 2025 taught us anything, it is that the “wait-and-see” approach to the UK venture market is officially over, says Jon Prescott,…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
