News & Insights

We’ve moved our holdings with Goldman Sachs to Federated Hermes. In our latest podcast, we ask Jacob Reynolds, Asset Management Director, Nigel Breakell, Fund Manager, and Kapil Divecha, Head of Private Clients, more about this change and what it means for clients.

Courtiers Chief Investment Officer, Gary Reynolds, delves into the evolving role of UK government bonds – particularly long-dated gilts – in modern portfolios in the first of our podcasts and in video format. Gary offers his knowledge at the intersection of macroeconomics, behavioural finance, and fixed income strategy, leading us through a discussion on debt, long-dated bonds and interest rates and how this affects Courtiers funds.

Inheritance tax (IHT), Agricultural Property Relief (APR) and Business Property Relief (BPR) will change from April 2026, affecting many small and family businesses. Jamie Shepperd, CEO of Courtiers and owner of Moorlands Farm, offers his opinion, alongside discussion around how Courtiers could help you if you’re affected.

Kapil Divecha recently became Head of Private Clients, leading the national Adviser team. Talking to him, he explains what he hopes to achieve in the role, the changes he’s implementing and his specialism in pension switches and transfers.

When was the last time you reviewed your will? As well as acting as your voice when you’re gone, a will ensures you can protect and look after your wealth and your family once you are no longer able to in person. Understand here what you should be aware of when making a will, and what the new legislation could mean for your future decisions.

Gary Reynolds, Chief Investment Officer, said that companies who get too close to political powers run high risks, and Tesla’s now feeling the brunt of what happens when their CEO joins the government and then falls out of favour.

Courtiers are the winners for the Citywire UK Portfolio Manager & Group Awards 2025: Best Fund Group for Mixed Assets – Aggressive GBP. We are thrilled, but the hard work comes from our Investment Team who make sure we deliver strong returns for our clients.

The FCA reports that only 40% of clients disclose their vulnerabilities to their Financial Adviser. Courtiers takes vulnerability seriously, treating it with the care and support we know it needs, for however long it’s needed.

Long term care has varying costs, depending on the level and type you choose. But it’s also affected by where you live and your wealth thresholds. While it’s worth planning and saving accordingly, it's important to consider how long you may need care for.

A Lasting Power of Attorney (LPA) ensures that, should anything happen, your friends and family can do the best for you without any limitations. But what does it cost, and how do you set them up? We go into the details, including what happens if you don’t have an LPA in place.