
Katie Williams
Katie has a background in investment writing and is interested in everything to do with personal finance, politics, and investing. She enjoys translating complex topics into easy-to-understand stories to help people make the most of their money.
Katie believes investing shouldn’t be complicated, and that demystifying it can help normal people improve their lives.
Before joining the MoneyWeek team, Katie worked as an investment writer at Invesco, a global asset management firm. She joined the company as a graduate in 2019. While there, she wrote about the global economy, bond markets, alternative investments and UK equities.
Katie loves writing and studied English at the University of Cambridge. Outside of work, she enjoys going to the theatre, reading novels, travelling and trying new restaurants with friends.
Latest articles by Katie Williams
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How do Premium Bonds work?
This popular savings product from NS&I operates differently to a typical account. We look at how Premium Bonds work.
By Katie Williams Last updated
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Is a mortgage in retirement always a bad idea?
A mystery shopper exercise shows high street lenders are “shunning” retirees looking to take out a mortgage. Are they right to do so?
By Katie Williams Published
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Three funds to consider as UK small caps trade at 30% discount
UK small caps have been unloved for some time, but a shifting economic environment could give them a boost
By Katie Williams Published
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Six ways to boost your pension as over half of millennials “rarely think” about retirement savings
Those aged 29-44 are the most in-the-dark generation when it comes to pensions – but rising costs and longer lifespans could put them at particular risk
By Katie Williams Published
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IMF suggests “refinements” to Rachel Reeves’s fiscal rules
The IMF has upgraded the UK’s growth forecast but wants Reeves to refine her fiscal rules to avoid unnecessary spending cuts or tax rises
By Katie Williams Last updated
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What is the pension lifetime allowance – and could it be brought back?
The lifetime allowance was scrapped by the previous government, but a leaked memo from Angela Rayner’s department to the Treasury proposed bringing it back. How does the lifetime allowance work – and could it make a comeback?
By Katie Williams Last updated
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UK inflation jumps to 3.5%, hitting highest level in over a year
The headline rate of UK inflation jumped by more than expected to 3.5% in April, this morning's ONS report showed
By Katie Williams Last updated
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Are the wealthy dodging more tax than previously thought?
A new report suggests tax non-compliance among the wealthy could be worse than previously imagined. Is an overly complex system partly to blame?
By Katie Williams Published
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Which house price index is the best?
There are at least five indices measuring house prices. But which house price index is the best?
By Katie Williams Last updated
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UK-EU trade deal: Britain to get a £9bn boost to the economy by 2040
The government’s agreement with the EU follows on from separate deals with India and the United States. Will it breathe life into the UK economy?
By Katie Williams Published
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How to invest £50,000
If you come into a sudden windfall or have excess savings in the bank, you might want to put the money to work. Three financial experts tell us how they would invest £50,000.
By Katie Williams Last updated
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Is now a good time to sell a house?
Buyer demand is cooling but more houses are coming up for sale, suggesting buyers may have more flexibility when negotiating a price than sellers
By Katie Williams Last updated
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How taking a two-year career break could leave a £26k hole in your pension
Career breaks are increasingly common but it is important to take steps to protect your pension, as gaps compound over time
By Katie Williams Published
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Should you invest a lump sum or drip your money in over time?
Investing your full ISA allowance at the start of the tax year gives it longer to grow, but drip-feeding your money reduces short-term risks. Which approach is best?
By Katie Williams Last updated
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Is a Lifetime ISA worth it? How LISAs work and key rules
Analysis What is a Lifetime ISA and how much could the government bonus boost your savings by? We look at the perks and the pitfalls. Are LISAs worth it?
By Katie Williams Last updated
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Bank of England cuts UK interest rates to 4.25%
The Bank of England cut interest rates by 25 basis points today, as widely anticipated, disappointing those hoping for a larger 50 basis-point cut
By Katie Williams Last updated
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Are you one of 15 million people at risk of retirement poverty?
Two-fifths of people in the UK aren’t on track for a minimum lifestyle in retirement, new data shows. Are there steps you can take to boost your pension?
By Katie Williams Published
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How to file a tax return
There are benefits to filing your tax return early. We share our step-by-step guide.
By Katie Williams Last updated
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Homeowning pensioners splurge early in retirement
Pensioners who own their own home are front-loading their retirement spending, before spending less in later life. How much will you need?
By Katie Williams Published
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Missed the tax return deadline? Contact HMRC now to avoid £10 a day fines
Still haven’t paid your 2023/24 tax bill? You are now three months late, meaning the taxman could start charging you £10 per day in additional penalties
By Katie Williams Last updated
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How to gift Premium Bonds
Could Premium Bonds be the gift that keeps on giving? We look at how to buy them for a child.
By Katie Williams Last updated
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FTSE 100 continues longest winning streak in eight years – should you invest in UK equities?
The UK’s main stock market index closed slightly higher today, continuing its winning streak. What has been driving the FTSE 100's performance?
By Katie Williams Published
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M&S share price plunges 7% after cyberattack – what does it mean for investors?
Around £700 million has been wiped off Marks & Spencer’s market value over the past week, as the fallout from its cyberattack continues
By Katie Williams Published
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How long does a stock market recovery take?
Donald Trump’s tariffs sent markets into a spin earlier this month, but some of the losses have already been regained. How long does a stock market recovery take?
By Katie Williams Published