Matt Williams
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TYE 2025: EISA’s Christiana Stewart-Lockhart on unlocking the power of EIS and SEIS for clients
Our exclusive interview with EISA’s Christiana Stewart-Lockhart acts as a stark reminder as to how advisers can maximise tax efficiency for clients…
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Up to 7.5 million investors could be missing out on thousands as Aberdeen dividend research highlights the true power of compounding
Aberdeen, the global asset manager calculates that millions of investors are potentially compromising long-term returns by not reinvesting dividends. For investors going…
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Premier Miton Investors calls on the Government to direct more of the UK’s savings into UK companies
Two immediate actions will help to deliver a significant boost to economic growth, to employment and the tax revenues to be invested…
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Bank of England to leave rates on hold in March; door remains open for future cuts
Ranjiv Mann, Senior Fixed Income Portfolio Manager at AllianzGI, has provided his thoughts ahead of the Bank of England (BOE) meeting on…
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ValidPath: Research reveals importance of IFAs starting succession planning early
New research from ValidPath reveals that while most Independent Financial Advisers (IFAs) recognise the importance of succession planning, many are delaying it too long,…
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Quilter: HMRC stats show pensioners increasingly dragged into income tax; Gender pay gap still close to 20%
Following the release of the latest HMRC personal incomes statistics, Shaun Moore, tax and financial planning expert at Quilter, has provided us with his…
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AIC on Dividend Heroes: 20 investment trusts have increased dividends for over 20 years
The Association of Investment Companies (AIC) has published its updated list of 20 dividend heroes. These investment trusts have consistently increased their annual dividends for at…
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Michael Krautzberger of AllianzGI comments ahead of the Fed meeting on 19 March
Michael Krautzberger, Global CIO Fixed Income at AllianzGI, has commented ahead of the US Federal Reserve meeting. Fed to keep rates on…
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Mirabaud Group: Merz’s historic stimulus could transform Germany’s economy
John Plassard, senior investment specialist at Mirabaud Group, shares his latest analysis with us as follows: We’ve been discussing the wake-up call…
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Bruton Knowles: Property expert welcomes UK leasehold modernisation as a major positive for the industry
A leading property expert at national chartered surveyor Bruton Knowles, is welcoming the UK’s update to its leasehold system in England and Wales.…

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









