Matt Williams
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IHT, pensions and VCTs in the post-Budget era of rising taxes
In a recent Tax-Efficient Investment (TEI) special edition of IFA Magazine’s weekly podcast, IFA Talk, we welcomed Triple Point’s Diana French into…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial Planning, to…
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New Insurance & Protection Podcast #17: Are advisers missing the trick when it comes to insurance & protection? With The Exeter’s Jamie Page
The latest New Insurance & Protection special edition of IFA Talk shines a light on an issue that impacts millions of households across…
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Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo
This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers. For years, they’ve been…
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Puma VCT 13 launches new £50m fundraise following strong deployment year
Puma Investments, the Investment Manager, has opened a new £50 million fundraise for Puma VCT 13, following a strong period of deployment.…
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AIC calls out “frustrating” lack of progress on Pension Schemes Bill
The Association of Investment Companies (AIC) has expressed disappointment that the government has not taken the opportunity to amend the Pension Schemes Bill in…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In this week’s episode…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients in complex or evolving…
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Advice, inclusivity and the Evangelista Effect, according to Truly Independent’s Cara Robinson
Thirty-five years ago, in an interview with Vogue magazine, Linda Evangelista was asked how much she earned as a supermodel. She infamously…
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Dynamic Planner’s Abhi Chatterjee weighs in on interest rate announcement
The Bank of England held its key interest rate at 4%. This move, while widely anticipated following yesterday’s stubbornly high inflation data,…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
