Press

James Baxter in the Daily Express

Daily Express

Tideway Wealth’s James Baxter features in Daily Express, Saturday 29th February, commenting on “global stock markets’ falls in wake of Covid-19 virus”

James Baxter on Radio 4’s Money Box Live

BBC 4

James Baxter, Managing Partner at Tideway Investment Partners, appeared on Money Box Live on BBC Radio 4 at 3 p.m. on Wednesday 4th July. Paul Lewis was talking about the pros and cons of transferring out of a safeguarded pension scheme…

‘I transferred my £570,000 final salary pension – and regret it’

The Telegraph

Tideway’s James Baxter comments in this article. Final salary pension transfers are grinding to a halt following curbs by the City watchdog and insurance companies’ fears of an impending mis-selling scandal. At the same time, the portfolios of the…

Transferring your pension? Proceed with care

The Times

James Baxter, the managing partner of Tideway Investment Partners, comments in The Times. Thousands of people are losing their life savings to rogue advisers. We explain where to find the right guidance Hundreds of thousands of people transferred…

Take income tax-efficiently and cut your holdings

Investors Chronicle

James Baxter, managing partner at Tideway Wealth, gives his views in Investor’s Chronicle. Paul is 63 and his wife is 65, and they are both retired. They receive indexed-linked pensions of £25,000 a year plus £5,000 a year from his self-invested personal…

It’s risky – but this pension trick could double your tax-free lump sum

The Telegraph

Analysis produced by Tideway is referenced in the Telegraph. For many the tax-free “lump sum” is the major selling point of a pension. In most cases, savers can withdraw 25pc of their pension without paying any tax. This lump sum is often used at the outset of…

James Baxter on the Personal Finance Show

Investors Chronicle

In this week’s personal finance show James Baxter, managing partner at Tideway Investments, joins the team to explain some problems relating to pensions freedoms that the financial regulator is looking into. They also consider whether you should invest in…

Improve your returns with some tax planning

Investors Chronicle

Our reader needs to undertake some careful planning to ensure he doesn’t breach his pensions lifetime allowance. He is 61 and retired, with a number of sources of income. James Baxter, managing partner at Tideway Wealth, gives his advice.

James Baxter on the Personal Finance Show

Investors Chronicle

In this week’s personal finance podcast deputy personal finance editor Kate Beioley highlights the risks facing UK equity income, and debates the merits of overseas equity income with James Baxter, partner at Tideway Wealth.

How to make your investments pay a monthly ‘salary’

The Telegraph

Tideway’s James Baxter is quoted extensively in this article. It is the goal of many investors: getting a regular income from a portfolio without having to lift…

James Baxter on the Personal Finance Show

Investors Chronicle

In this week’s show James Baxter, partner at Tideway Wealth, joins the team to look at which investment trusts have proved to be the most reliable dividend payers over the years. They also consider some changes to the requirements for UK…

Investors Chronicle podcast: Homing in on high income

Investors Chronicle

In this week’s personal finance podcast the team discuss the merits of equity income funds with Sam Ratnage, an adviser at Tideway Wealth.

Generating tax-efficient income in retirement

Business Reporter

Opting for flexible drawdown as an alternative to an annuity income in retirement gives you control, flexibility and the option to have more income for less capital, but it can be risky. Tideway’s James Baxter looks at the drawdown opportunity and how to reduce this risk.

Use tax wrappers efficiently to hit objectives

Investors Chronicle

James Baxter gives advice to a reader who needs to rationalise his portfolio and make better use of tax wrappers if he wants to achieve his objectives. Yusuf Sadiq is 72 and has been investing for 20 years. He says his investment objectives are fairly simple: 1. To produce a…

James Baxter on the Personal Finance Show

Investors Chronicle

In this episode Moira O’Neill talks to Kate Beioley and special guest James Baxter from Tideway Investment Partners about the Autumn statement, final-salary transfers, QE and the Chinese companies joining your emerging market fund.

At age 54 should I take final-salary transfer value?

Investors Chronicle

James Baxter offers his advice to an investor who has been offered a £1.46m transfer value from his final salary pension, which he would like to pass to his family.

James Baxter on changes made to the Dividend Tax in the recent budget

Investors Chronicle

Moira O’Neill of Investors Chronicle asks James Baxter of Tideway Investment Partners LLP, his views on the changes made to the Dividend Tax in the recent budget, taken from the ‘Personal Finance Podcast’ recorded on the 17/07/2015. Deputy Personal Finance…

James Baxter on Venture Capital Trusts (VCT’s)

Investors Chronicle

Moira O’Neill of Investors Chronicle asks James Baxter of Tideway Investment Partners LLP who he believes Venture Capital Trusts (VCT’s) are suitable for, taken from the ‘Personal Finance Podcast’ recorded on the 17/07/2015. Deputy Personal Finance Editor…

James Baxter on deep cleaning a portfolio of investments

Investors Chronicle

Moira O’Neill of Investors Chronicle asks James Baxter of Tideway Investment Partners what ideas he has to begin a deep clean of a portfolio of investments held by a 76 year old investor called Keith holding a long list of investments spread over 50+ holdings…

James Baxter on the Personal Finance Show

Investors Chronicle

Joining Moira O’Neill this week are Tideway Wealth partner James Baxter and deputy personal finance editor Leonora Walters. Listen to the discussion by clicking on the “Play” button below.