Matt Williams
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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…
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Triple Point supports Wilson Partners with £35 million to accelerate growth strategy
Triple Point Private Credit announce the expansion of its long-standing partnership with Wilson Partners, a leading accountancy and corporate finance firm, through a £35…
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Podcast #145: Delivering value through multi-asset investing; a look inside the Scottish Widows Managed Growth Funds with Mithesh Varsani, Head of Investment Solutions
Multi-asset investing continues to sit at the heart of effective portfolio construction, helping advisers deliver diversification, risk alignment and consistent outcomes for…
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Octopus Ventures appoints Head of Portfolio Strategy
Octopus Ventures, part of Octopus Group and a pan-European Venture Capital team investing in the people, ideas and industries that will change…
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TEI Podcast #7: How advisers should be preparing for IHT and pension reforms with Praetura Investments’ Jon Prescott
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into a topic which is front…
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EdenTree: Is Europe ready to rebound?
As the US equity landscape – driven by tariff tensions, political uncertainty and concerns over stretched valuations – seems to grow more…

IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.








