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Evolving through decades

Leo prompts Gary to reflect on recent weeks, predictions of inflation peaking, the next ten years and Courtiers’ latest acquisition.

Company & Community Investment

How are the Funds holding up?

Following earlier responses to tensions in Ukraine, how are things now with the Investment Team and the Courtiers Funds? What are Gary’s views as the word recession raises increasing concern?

Investment

Q&A: Courtiers 2020 Virtual Client Seminar

During the Client Seminar held on 4th December, we invited questions. Thank you once again for all those we received. We’ve been busy collating answers below.

Investment

2020 Virtual Client Seminar

On Friday 4th December, Courtiers presented the 2020 Virtual Client Seminar via live broadcast. The Investment Team shared insight on four key topics, with a Q&A panel to close.

Investment Market Commentary

Protecting wealth is a lifelong responsibility

Not just for your investment manager, but for everyone. There are some pretty heartless people out there - don't get scammed by any of them when considering a good time to invest.

Investment

Take care and beware – there are scammers out there

One job as a UK wealth management company is making sure clients investments are safe. Here are some tips to help you ensure your investment experiences are truly transparent and legitimate.

Investment

TAA costing more than money

The Tapered Annual Allowance (TAA) is malignant in its nature. In May, we highlighted a sheer lack of sense in the initiative and its impact on the NHS, specifically among GPs.

Pensions Tax

New tax year incoming (31 days and counting)

Maximise your time and your wealth. Inheritance Tax. ISAs & Pensions. Be ready come April 6th.

Tax

Another Year Well Invested

Summary covering three days of Courtiers Investment Seminars, held exclusively for clients across the UK.

Investment

Women in Investment Awards 2017 – Celebrated

Caroline's nomination for Fund Manager of the Year represents, in Investment Week's words, wider recognition of "the achievements of women in a sector where they are currently under-represented."

Investment