News & Insights

The potential drawbacks of higher interest rates on savings, an announcement on future taxation policy by the Shadow Chancellor, and the apparent rise of the ‘Bank of Family’ are three subjects covered by Paul and Rikki in the latest Quarterly Adviser Review. The joint Heads of Private Clients, also explain why they are excited about changes at Courtiers aimed at ensuring that the Advisory Service continues to evolve to the benefit of clients.

Switching an ISA, SIPP or personal pension to another provider such as Courtiers needn’t be hard work. However, it’s important to follow the correct process. There are two ways to do it - cash transfers and in specie transfers. This article considers the ins and outs of each.

Jeremy Hunt’s first Budget contained several measures that are good news for those wanting to boost their pension savings and may encourage some older workers not to retire or even to return to the workforce. Any hopes of tax cuts were dashed. The Investment, Private Client and Corporate Teams give their initial responses.

Selling shares while making use of your Capital Gains Tax Allowance can be a viable alternative to generating cash from dividends.