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Latest News & Insights
23
Jun
Clients urged to stick to long term plans and goals
With people’s finances under increasing strain from 40-year high inflation and myriad other external factors, clients should work closely with their Adviser to help them stick to their long term plans and goals, say Graeme Clark, Head of Private Clients, and Paul Kemsley, Senior Private Client Manager in their latest Quarterly Review.
21
Jun
Taxman or Tax scam?
When contacted by someone purporting to be from HMRC it pays to be vigilant. Is the person, email or text really from HMRC, or is it a scam perpetrated by fraudsters? This article highlights the sort of things these criminals get up to as they seek to part you from your money and gives advice on how you can avoid falling victim.
16
Jun
Putting Communi-Tee at the heart of golf
It is important for Courtiers that the organisations with whom it partners share its own commitment to the community and wider society. That’s why it is delighted to support a former Men’s Captain at Badgemore Park’s efforts to raise funds for three charities that are close to the hearts of the club’s members.
14
Jun
CIO Talk: Coping with tough times
Since the start of the year, it’s been a tough time for markets, with several experiencing falls of
more than 20%. Set against these benchmarks, Courtiers Funds have performed impressively, says Gary, as he outlines the Investment Team’s approach to stock selection. Looking ahead, he refuses to be ‘a doomster’, and sees great opportunities in clean energy.
14
Jun
Are annuities set for a comeback?
The rise of income drawdown and persistently low interest rates led to a collapse in the sale of annuities. With rising interest rates already feeding through into higher pay outs and the security of a guaranteed income in retirement, could annuities be about to make a comeback?
26
May
Life’s not a lottery – as these 9 numbers show
While winning a lottery is never a dead cert, there are some numbers we can choose that could help us control our affairs, and especially our finances. This article highlights how reaching certain ages can open the door to financial services and planning opportunities.
13
May
Value never went away
Following the 2008/09 global financial crisis, growth investing enjoyed a golden period. Head of Asset Management, Jacob Reynolds argues that this was just a blip and that value stocks are back in vogue and on track to continue their long-term outperformance of their growth stock counterparts.
01
Mar
Ukraine Update
Russia’s invasion of Ukraine has shaken markets around the world. By comparison, Courtiers multi-asset and equity funds suffered only modest declines. In the face of the biggest crisis in Europe since the Second World War, Gary says Courtiers Investment Team will continue to adopt the approach that it has used successfully during many previous periods of crisis to protect investors’ wealth.
22
Feb
Japanese Market’s Eastern Promise
More than 30 years after the Nikkei 225 hit its all-time high, this index of leading Japanese companies continues to languish at levels far below its peak. Despite a long history of disappointing investors, Trainee Analyst Sam Keen says there are tentative signs that things could be about to change.
14
Jan
Keep watchful as government rejects CGT and IHT proposals
Despite the government rejecting radical proposals that would have resulted in higher Capital Gains Tax and Inheritance Tax bills, the tax burden from these two taxes is continuing to rise, heightening the need for tax and estate planning.
17
Dec
Courtiers 2021 Client Seminar
The 2021 Courtiers Client Seminar was an opportunity for clients to hear directly from the Investment Team as they shared their knowledge and insights on a range of topics and issues. You can read a summary of their presentations below. Or if you prefer, why not watch a video of the whole event, which also includes a Q&A session.
02
Dec
Courtiers Advisers helping clients stay the course
As 2021 draws to a close, the UK is facing strengthening economic headwinds in the new year. However, by working closely with their Courtiers Personal Adviser, clients can limit the impact on themselves and their family, allowing them to continue to live the life they want.
29
Nov
Paying for care
Last week the House of Commons passed a controversial amendment to the Health & Social Care Bill that could have lasting consequences for how much people in England pay for social care. Under the new rules, who will pay the bills, which currently average almost £35,000 a year, and are often much higher?
03
Jun
Inflation shouldn’t mean erosion of wealth
With inflation set to rise and interest rates at historically low levels holding too much cash risks seriously damaging your financial health. However, investing for the long term in line with your risk appetite can mitigate the effects of inflation on your wealth.
19
Jan
Inflation measure changes and impact on DB schemes
While the UK Statistics Authority wishes to align the Retail Price Index (RPI) measure of inflation with the Consumer Price Index including owner occupiers' housing costs (CPIH) from 2030, we look at the potential impact on Defined Benefit Pension Schemes.
09
Nov
Markets jump up – the Biden effect or vaccine hopes?
Stock markets rallied strongly this morning with most European markets up more than 5%. But was this really the markets expressing joy at the election of Joe Biden, or rather a huge rally on news that Pfizer has trialled a successful Covid-19 vaccine?
02
Oct
Pension freedoms – freedom for who?
The rollout out of pensions freedoms is under the spotlight. While their introduction undoubtedly helped many while generating significant revenue for the government, Joe looks broadly to establish whether they’ve been more harmful or beneficial for the general public.
