Netwealth in the Press
Pension vs. property gap has widened year-on-year, Netwealth finds"
Moneyweek, 17 April 2024
Pension vs property: which option provides the best income for your retirement?
...there are many different layers that make up the whole, and it is not surprising that investors are not always aware of these different component parts. The result is that the final all-in costs can often reach 2 per cent or more each year..."
The i, 04 April 2024
I’m worried about the fees on my £600k pension pot. Are some costs being hidden?
Netwealth, a wealth manager, estimates an additional rate taxpayer investing £100,000 in a stocks and shares Isa would save £44,000 in taxes over 10 years, assuming a gross average annual return of 5.9 per cent, net of fees.
Financial Times, 22 March 2024
Isas: the nation’s tax-free favourite turns 25 Article behind paywall
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 Place
Tom 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 manager
The 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 normal
Charlotte 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 paywall
Gerard 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 year
