Netwealth in the Press
"Hopefully, the dialogue can provide some concrete quick wins, as both economies could benefit from it." Gerard Lyons, Chief Investment Officer, Netwealth
The Times , 06 January 2025
Both China and UK can reap reward from stronger links Article behind paywall
'“In a period of time when macroeconomic growth has been pretty unexciting and other sectors have had their challenges, that reliability of earnings delivery has given the market confidence” in US tech, said Iain Barnes, chief investment officer at Netwealth.
Bloomberg, 22 December 2024
'Europe’s Big Stocks Are Shrinking Deeper Into US Megacaps’ Shadow Article behind paywall
"Netwealth has seen a fourfold increase in the number of investors taking the tax-free cash from their pensions this year, with the average amount withdrawn a hefty £190,000. Many have used the platform’s network model to transfer the cash into the names of adult children in their 20s and 30s."
Business Telegraph, 01 November 2024
Meet ‘Generation Windfall’: coming to an estate agent near you
Gerard Lyons, chief economic strategist at Netwealth, says that while he still expects the BoE to cut interest rates, an impact of the increased spending announced in the Budget could mean inflation stays slightly higher for longer, limiting the ability of the BoE to cut interest rates.
FT Adviser , 01 November 2024
Has the Budget changed the outlook for gilts?
“Netwealth has seen a fourfold increase in the number of investors taking the tax-free cash from their pensions this year, with the average amount withdrawn a hefty £190,000. Many have used the company’s network model to transfer the cash into the names of adult children in their 20s and 30s.”
Financial Times, 01 November 2024
Meet ‘Generation Windfall’: coming to an estate agent near you Article behind paywall
“For example, Netwealth offered a free tax-harvesting service to lock in gains ahead of the Budget. The 25 per cent of clients who used this hopefully now feel justified at the news of a CGT rise from 20 per cent to 24 per cent at the top rate.”
Financial Times, 30 October 2024
Will investors live to regret their pre-Budget actions? Article behind paywall
Charlotte Ransom, chief executive of Netwealth, suggests the Government might cap the pension assets that can sit outside an estate on death. Alternatively, they could only allow tax-free passage to a spouse, as with other investments.
'The inheritance tax treatment of defined contribution pensions is currently very generous,' says Charlotte Ransom, chief executive of Netwealth.
This is Money, 22 October 2024
Will pension savers get slapped with a 'death tax' in the Budget and what would it mean for you?
“It’s a good move to evaluate your situation now, as it gives you plenty of time to adjust your approach if needs be.”
The i Paper , 15 October 2024
How can we limit the tax we pay when taking my partner's £700k pension? Article behind paywall
Charlotte Ransom, CEO of financial advisors Netwealth said: "We've seen a significant increase in people bringing forward discussions and exploring tax-efficient ways to pass on their money."
msn, 11 October 2024
Rachel Reeves' tax raid prompts spike in money-giving planning
