Matt Williams
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TYE 2025: Scottish Widows’ Gareth Davies outlines 5 things to think about before the 5th of April
With tax year-end fast approaching, here are some suggestions from Gareth Davies, Pensions Specialist at Scottish Widows, for how you can make…
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Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with Mark Devlin, M&G
In this episode of IFA Talk, Jenny and Sue are diving into the evolving financial landscape and what it means for advisers…
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APCC: Enhancing wealth management compliance to identify and support vulnerable customers
Towards the end of last year, December 2024, The Financial Conduct Authority (FCA) set out its focus for its Consumer Duty scheme…
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The Venture Capital Trust scheme celebrates its 30th birthday this year
This year, the Venture Capital Trust (VCT) scheme is celebrating its 30th birthday. Over the past three decades, VCTs have played a crucial…
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UK businesses leading the way with record numbers of female leaders and board members
Top British companies are continuing to lead the way for gender equality in boardrooms with women occupying nearly 43% of roles on…
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7IM expands service team further with Business Development Manager for the Northwest
7IM has appointed Nicky Snow as Business Development Manager for the Northwest to reinforce its support for advisers in the region and…
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Maven announces multi-million investment in Newcastle fintech Kani Payments
Maven Capital Partners has led a multi-million investment into Newcastle based fintech specialist, Kani Payments. The funding will support the development of…
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Tax Year End planning tips for VCTs, according to Kristy Barr at Octopus Investments
At this time of year, it pays to think about broader tax scenarios, and this is where advisers can really add value…
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MainStreet Partners: 23% of Article 8 funds are still at risk of greenwashing
Nearly a quarter (23%) of all Article 8 funds remain at risk of greenwashing, ESG and sustainability data provider MainStreet Partners has…
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Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 with BNY Investments’ Richard Parkin
Retirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers. With the FCA’s retirement income…
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