Simon Lambert, of This is Money, and Matt Conradi, of Netwealth, discuss what investors can do to make the most of the tax-free investing options that they have now."
This is Money, 08 March 2024
How to invest to beat tax raids'I think [this issue is] going to affect way more companies than just St James’s Place,' said Charlotte Ransom, CEO of discretionary wealth manager Netwealth."
FT, 02 March 2024
The fee fiasco weighing on StJames’s PlaceTom Kimche, Netwealth's head of advice, says: “Downsizing your primary residence presents a tax-efficient way of funding retirement, albeit it is a very personal decision..."
Investors' Chronicle, 26 February 2024
How to be more tax-efficient in retirement'Fees matter much more than people often realise' says Charlotte Ransom, CEO of wealth manager Netwealth."
MoneyWeek, 24 February 2024
Finding a wealth managerThe most dramatic change is geopolitical uncertainty and the risk of a further-splintering world order. Many possible paths exist, and the multiple elections this year add to these."
The Times, 19 February 2024
Geopolitical risk and the end of cheap money is the new normalCharlotte Ransom says 'However, there are a few things you can do to safeguard that income and maximise how much you have to spend on the things that matter to you.'
The i, 04 February 2024
I have £50k left on my mortgage but want to retire soon. What should I do? Article behind paywallGerard Lyons, our chief economic strategist, says, "I think the risks are not to higher inflation, the risks are to growth..."
Sky News, 01 February 2024
The Bank of England makes its first interest rate decision of the yearCharlotte Ransom says, "Advice tailored to your situation can provide valuable reassurance that you are making the right decisions."
The i, 23 January 2024
I’ve inherited £240k. Should I ask a financial adviser what to do with it?Simon McConnell, head of portfolio construction at Netwealth, says clients “do not fully understand” the virtues of synthetic ETFs despite new opportunities in the market.
ETF Stream, 16 January 2024
Clients still don’t understand virtues of synthetic ETFsGerard Lyons says, "Even though prospects for next year might be better, the reality is a over the next few years, the UK faces a backdrop of relatively weak growth" on Bloomberg UK Politics.
Bloomberg, 04 January 2024
Bonding with Markets: Can Labour Woo the City?