Tim Fassam
Director of Public Affairs
Our experts use their insight and experience to develop topical and engaging content about tax, estate planning, pensions and more.
Articles by Tim Fassam
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Autumn Statement 2023
Our summary of our key points from the Autumn Statement.
Tim FassamNovember 23, 2023
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Related Insights
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Rebalancing Retirement: Supporting Clients with confidence through change
As clients approach and move through retirement, attitudes to risk often change and the need for stability becomes more important. Thoughtful planning approaches can help advisers manage volatility and support client confidence through this critical phase.
Mark BaldwinJune 02, 2026
Read more5 mins read -
Practical client outcomes: planning for April 2027
Following last month’s analysis of the upcoming Pensions and IHT reforms, we now focus on the real advice implications — client exposure, tax trade-offs and the growing importance of pension nominations.
Neil EvansMay 21, 2026
Read more5 mins read -
Onshore investment bonds in a changing tax landscape
This article explores why onshore bonds are back in favour, how they compare with collective investments (such as OEICS and Unit Trusts), and where they can now fit within a client’s overall investment strategy.
Gordon AndrewsMay 15, 2026
Read more5 mins read