Matt Williams
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Praetura Investments: Pensions, BR and the future of estate planning
In a recent Tax-Efficient Investment (TEI) special edition of the IFA Talk podcast, Jon Prescott, Partner at Praetura Investments, joined us to…
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Who’s been IFA Talk-ing this month? A roundup of our October episodes
October was once again a busy month in the IFA Talk studio, where we welcomed a host of guests to discuss the…
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Octopus Capital funds two new care homes as part of long-standing partnership with Synergy Care
Octopus Capital, a leading UK specialist real estate lender and investor, has completed a £30 million forward funding deal with Synergy Care…
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Podcast #147: Rethinking the MPS or bespoke solutions puzzle with Marlborough’s Eddie Kennedy
As the lines between managed portfolio services (MPS) and bespoke investment solutions continue to blur, advisers are increasingly asking if these two…
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Podcast #4: UK Investment Management hits £10 trillion – Who’s driving the growth? With the Investment Association’s Miranda Seath
The UK investment management industry is booming – and the numbers prove it. According to the latest figures from the Investment Association (IA), total assets under management hit…
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AIC: Calling for bold Budget action to help VCTs generate even more growth
The Association of Investment Companies (AIC) has called on Chancellor Rachel Reeves to take bold action in her upcoming Budget to foster an investment…
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Podcast #146: Should Paraplanners be more formally recognised by the FCA? Research by Derek Bradley, founder and CEO of Panacea Adviser
In this week’s episode of IFA Talk, hosts Matt Williams and Jenny Hunter delve into one of the most hotly debated topics,…
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Nearly half of advisers report clients are cutting pension contributions to invest in IHT solutions
Nearly half (47%) of advisers say clients are cutting pension contributions to invest in inheritance tax (IHT) solutions ahead of the deadline…
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M&PI Podcast #20: Evolving opportunities in specialist lending, with Inspired Lending’s Gavin Diamond
The latest Mortgage & Property Investment special edition of IFA Talk explores how specialist lending is helping advisers support clients with increasingly…
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Ask Octopus: “I do” – how to maximise IHT allowances in a marriage
Welcome to your Ask Octopus column, written by Tax Product Specialist at Octopus Investments, Toyin Oyeneyin. This is where, each quarter, we will…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
