Matt Williams
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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,…
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Hargreaves Lansdown: Interest rates are held at 4% and unlikely to see a cut this year
Following the news that the Bank of England (BoE) has kept Bank Rate at 4%, voting 7-2, representatives from Hargreaves Lansdown have…
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Quilter: Interest rate cuts unforthcoming as inflation forces BoE to hold
Following the decision by the Bank of England to hold interest rates at 4%, Lindsay James, investment strategist at Quilter, has shared her thoughts.…
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Octopus Capital provides £3.15 million development loan to Autograph Homes for net zero housing scheme in Tickenham
Octopus Capital, a leading specialist real estate investor and lender, today announces a £3.15 million development finance loan to Autograph Homes to…
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ValidPath research reveals IFA drive for growth amid industry-wide optimism
Independent Financial Advisers (IFAs) are looking ahead with confidence and a strong focus on growth, according to new research from ValidPath, the…
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Three in five UK savers avoid investing because it feels too risky
Three in five (60%) UK savers avoid investing because they believe it’s too risky, according to new research from investing and trading…

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









