Matt Williams
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Inheritance planning, retirement provisions and investments top the financial worry list for the UK’s mass affluent
Recent research from Monument, the challenger bank for the mass affluent reveals people’s worries and financial strengths as they navigate a period…
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Love Ventures’ Marcus Love on BPR IHT changes and the effects on EIS investments
Following the news that business property relief for inheritance tax will drop in 2026, we at GBI Magazine reached out to experts…
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The Power of Attorney misunderstanding – six in 10 believe partner would be able to manage their savings without PoA
Research conducted by Paragon Bank has revealed a significant misunderstanding surrounding the necessity of appointing a Power of Attorney (PoA). Nearly six…
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SDR labels need to be better understood by end investors
A year on from the FCA publishing their rules on anti-greenwashing, the latest wave of Research in Finance’s Retail Consumer Interest Study (RCI) explores…
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More than 5.5m private renters could only afford 10 weeks off work
More than one in three (35%) private renters1 in the UK – equivalent to 5.5m people2 – would run out of savings within 10…
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Calculus launches Knowledge Intensive EIS Fund as tax efficient solution to latest Budget changes
Calculus, a leading provider of tax efficient investments, has today announced the launch of its third HMRC-approved Knowledge Intensive (KI) Enterprise Investment…
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Talk Money Week – Met Life’s Rich Horner tells us why protection should be top of the list
This week, as we celebrate Talk Money Week (4th – 8th November), it’s an opportunity for everyone to get involved with events…
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Octopus Inheritance Tax Service helps investors pass on more wealth
Since 2007, the Octopus Inheritance Tax Service has allowed investors to invest in the shares of companies which have positively contributed to…
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Albion Capital on the government’s ongoing commitment to VCTs in Autumn Budget
Following yesterday’s Autumn Budget, Albion Capital’s William Fraser-Allen has spoken positively about the government’s commitment to VCTs and entrepreneurship. William Fraser-Allen, Managing…
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OpenOcean on Budget: Reeves steps back from brink on carried interest
Following the highly-anticipated Autumn budget where Chancellor Reeves’ capital gains tax hike on carried interest was diluted down under pressure from investors, increasing…
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