Matt Williams
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Wealth DFM Talk Podcast #10: Building resilient portfolios, with Franklin Templeton’s Lisa Wang
In this month’s episode of Wealth DFM Talk, we’re focusing on portfolio construction, looking at how advisers make their decisions in relation…
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MICAP: VCTs, market trends and the impact of reduced tax relief
Harry Morrison, Investment Analyst & Panel Consultant at MICAP, part of Defaqto, examines VCT fundraising during the 2025/26 tax year. He highlights the…
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HMRC unveils 2024-25 VCT figures, industry experts react
Yesterday, HMRC released both the 2024-25 EIS and SEIS figures and the Venture Capital Trust (VCT) figures. The latter of which rose modestly…
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Wealth Club reacts to 2024-25 EIS, SEIS and VCT figures
Yesterday morning, HMRC released the 2024-25 EIS and SEIS figures, which showed a consistent level in funding from previous years. They also…
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Industry experts respond as HMRC releases 2024-25 EIS/SEIS figures
This morning, HMRC released the 2024-25 EIS and SEIS figures. The HMRC data shows that funding has remained consistent, with the figures almost…
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EIS, IHT and adviser opportunities in the new tax year
In this exclusive interview with Tax-Efficient Investment (TEI) Magazine, Christiana Stewart-Lockhart, Director General of the EIS Association, joins us to share her…
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Podcast #172: Estate planning and why great financial planning is really about people, with Penguin’s Craig Palfrey
This week on IFA Talk, Sue and Matt are joined by financial planner, Craig Palfrey, Founder at Penguin, for a conversation that goes…
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NI&P Podcast #24: The value of AI beyond efficiency, with Vitality AI’s Emile Stipp
In this month’s special New Insurance & Protection edition of IFA Talk, we unpack how organisations are using AI, with the help…
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SyndicateRoom unveils high-growth portfolio for Carry Back EIS Fund I
SyndicateRoom, the data-driven venture capital firm, is pleased to announce the final selection of companies that comprise the portfolio for Carry Back EIS…
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Podcast #171: Supporting client outcomes in uncertain markets, with Wesleyan’s James Tothill
In this week’s episode of IFA Talk, we explore how advisers can support client outcomes in an increasingly uncertain and volatile market…
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