Matt Williams
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VCTs at 30: An enduring success story
It’s hard to believe that Venture Capital Trusts (VCTs) are celebrating their 30th year. These tax-advantaged vehicles were created with a bold…
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Marlborough launches expanded multi-asset fund range with new funds and lower charges
Marlborough is launching an expanded multi-asset fund range with new funds added, significantly lower charges and an enhanced investment strategy that will…
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Third NextWealth report on consolidation and aggregation reveals that M&A continues to re-shape financial advice market
A new report on consolidators and aggregators finds merger and acquisition activity continues to re-shape the UK financial advice market. NextWealth’s 3rd…
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STEP’s major global survey reveals shifting tax priorities
STEP, the professional body for trust and estate practitioners, has launched a major report Attitudes to Wealth – the first STEP survey of its kind…
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Fidelity International: Investors urged to stay focused on the long-term ahead of Liberation Day volatility
As markets brace for further volatility ahead of Trump’s anticipated “Liberation Day” trade tariffs, research from Fidelity International (‘Fidelity’) shows that one in three…
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BNY: Three considerations ‘come into play’ for Liberation Day
Ahead of Trump’s ‘Liberation Day’ announcements, Vincent Reinhart, Chief Economist at BNY, comments: “The argument for imposing tariffs is complicated – without…
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Podcast #116: A Decade of Pension Freedoms – Success, Challenges, and the Future of Retirement Planning, with Ed Monk, Associate Director at Fidelity International
In this week’s episode of IFA Talk, we mark a major milestone in retirement planning: ten years since the introduction of Pension…
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The Divorce Gap – women see their household income cut in half in the year after a divorce
Women see their income cut in half in the year following divorce, according to new research from savings, protection and retirement provider…
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Aston University: Global cost of 2025 tariff war could reach $1.4 trillion
An analysis by Aston University researchers is the first to estimate the economic fallout from six US trade tariff scenarios and their…
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The post-trade trades: Fidelity International shares Q2 Investment Outlook
A volatile start to the year has recalibrated markets, inviting a regionally diversified approach according to Henk-Jan Rikkerink, Global Head of Solutions and…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
