personal finance
Coutts is a renowned authority in the dynamics of wealth. Drawing on the expertise of our in-house specialists and experts, we cover topics that matter to our clients. From banking to real estate to lifestyle, and more, Coutts insights examine the trends of today and the innovations that could shape tomorrow.
41 result(s)
|
08 Nov 2024
What to think about when interest rates drop
When interest rates move it’s an important time to review your wealth plans because it’s a moment that presents opportunities as well as the chance to reassess your risk appetite and short-term savings.
3 min
read
When interest rates move it’s an important time to review your wealth plans because it’s a moment that presents opportunities as well as the chance to reassess your risk appetite and short-term savings.
3 min
read
|
30 Oct 2024
What the Autumn Budget could mean for you
Tax reforms come in the shape of increased employer national insurance contributions, with lesser increases to capital gains tax and inheritance tax. Here is how new Chancellor Rachel Reeves’s first Budget could impact your finances.
4 min
read
Tax reforms come in the shape of increased employer national insurance contributions, with lesser increases to capital gains tax and inheritance tax. Here is how new Chancellor Rachel Reeves’s first Budget could impact your finances.
4 min
read
|
08 Oct 2024
Get your finances fit for the upcoming Autumn Budget
Two of our experts discuss how a few simple steps could support your financial goals whatever happens in the government’s Autumn Budget this month. Watch the video and read the key points.
3 min
read
Two of our experts discuss how a few simple steps could support your financial goals whatever happens in the government’s Autumn Budget this month. Watch the video and read the key points.
3 min
read
|
18 Sep 2024
Case study: “We were getting amazing advice from Coutts”
How we helped a couple arrange their wealth following a £55 million business sale.
3 min
read
How we helped a couple arrange their wealth following a £55 million business sale.
3 min
read
|
13 Sep 2024
Wealth management for athletes
How do you translate your success on the sports field into financial security through life? We detail how our specialised sports professionals services could support every moment of an athlete’s career.
3 min
read
How do you translate your success on the sports field into financial security through life? We detail how our specialised sports professionals services could support every moment of an athlete’s career.
3 min
read
|
21 Jun 2024
Case Study: How our 24/7 service ensured a client had same day solutions ahead of a major life event
Listening first, then acting quickly and responding within 24 hours was crucial for a new client approaching a critical business juncture.
2 min
read
Listening first, then acting quickly and responding within 24 hours was crucial for a new client approaching a critical business juncture.
2 min
read
|
16 May 2024
“I've consistently experienced exceptional service” – helping a client following their business sale
“I've consistently experienced exceptional service." We were recently able to help a client get set up with a personalised banking service following a significant post sale windfall.
2 min
read
“I've consistently experienced exceptional service." We were recently able to help a client get set up with a personalised banking service following a significant post sale windfall.
2 min
read
|
03 May 2024
The Business Exit Book – Coutts launches the guide to selling your company
When it comes to selling your business, our new Business Exit Book is there to help guide clients through the process.
2 min
read
When it comes to selling your business, our new Business Exit Book is there to help guide clients through the process.
2 min
read
|
02 May 2024
“Financial planning is crucial to getting what you want from life”
Coutts’ Head of Financial Planning Laura Kingman says getting your finances in good shape isn’t about your money, it’s about you.
3 min
read
Coutts’ Head of Financial Planning Laura Kingman says getting your finances in good shape isn’t about your money, it’s about you.
3 min
read
|
02 May 2024
“Coutts were streets ahead of any other bank” – bringing a client family home
Our clients detail how “excellent and truly personalised service” helped them and their family get set up in the UK.
3 min
read
Our clients detail how “excellent and truly personalised service” helped them and their family get set up in the UK.
3 min
read
|
23 Apr 2024
Interest rates and mortgages – which one could be right for you?
Small percentages can make big differences when it comes to planning for your home and family, so here’s a simple explainer to help find the right mortgage solution for you.
4 min
read
Small percentages can make big differences when it comes to planning for your home and family, so here’s a simple explainer to help find the right mortgage solution for you.
4 min
read
|
15 Apr 2024
How to Catch a Fraudster – your questions answered
Financial crime expert Catriona Still answers your questions on the international costs of fraud and the best ways to keep yourself safe from scams.
3 min
read
Financial crime expert Catriona Still answers your questions on the international costs of fraud and the best ways to keep yourself safe from scams.
3 min
read
|
27 Mar 2024
How our green retrofit mortgage slashed energy costs for a client
When it came to his new family home, professional mortgage advisor and broker Daniel Everritt saw the Coutts green retrofit mortgage as a complete ‘no-brainer’.
3 min
read
When it came to his new family home, professional mortgage advisor and broker Daniel Everritt saw the Coutts green retrofit mortgage as a complete ‘no-brainer’.
3 min
read
|
22 Mar 2024
Case study: Helping a client save on tax while boosting her pension
An example of how we help clients with their financial planning.
3 min
read
|
15 Mar 2024
Watch now: How to Catch a Fraudster
Three of the UK’s leading fraud and cybercrime experts joined an exclusive Coutts event to discuss how anybody could become a potential victim of fraud.
3 min
read
Three of the UK’s leading fraud and cybercrime experts joined an exclusive Coutts event to discuss how anybody could become a potential victim of fraud.
3 min
read
|
14 Mar 2024
Case study: Helping a client make the most of an ISA’s tax benefits
How we help clients plan for the future.
3 min
read
|
07 Mar 2024
What are the benefits of private banking?
Private banking enables high-net-worth individuals to manage their finances. Explore the main benefits of private banking services in this guide.
3 min
read
Private banking enables high-net-worth individuals to manage their finances. Explore the main benefits of private banking services in this guide.
3 min
read
|
07 Mar 2024
Budget 2024 – what does it mean for you?
Major reforms for those with ‘non-dom’ status, a new UK ISA, more National Insurance cuts and residential property tax tweaks. Here’s how Chancellor Jeremy Hunt’s Spring Budget might impact our clients.
4 min
read
Major reforms for those with ‘non-dom’ status, a new UK ISA, more National Insurance cuts and residential property tax tweaks. Here’s how Chancellor Jeremy Hunt’s Spring Budget might impact our clients.
4 min
read
|
20 Feb 2024
A service that grows with your family
We know banking needs change for family members at different life stages, here’s how we could help you and your family grow across the generations.
4 min
read
We know banking needs change for family members at different life stages, here’s how we could help you and your family grow across the generations.
4 min
read
|
20 Dec 2023
Fraud prevention and security – your questions answered
Our security team and external UK Finance expert Paul Maskall answer your questions on the best security processes and how we keep our clients safe from potential fraud.
4 min
read
Our security team and external UK Finance expert Paul Maskall answer your questions on the best security processes and how we keep our clients safe from potential fraud.
4 min
read
|
08 Dec 2023
Coutts banker wins prestigious Banker of the Year Award
We’re proud to announce our client journey lead, Alison Graham, was named Banker of the Year at the Women in Finance UK Awards 2023.
2 min
read
We’re proud to announce our client journey lead, Alison Graham, was named Banker of the Year at the Women in Finance UK Awards 2023.
2 min
read
|
01 Dec 2023
Watch Now: Fraud – It couldn’t happen to me. Could it?
Three of the UK’s leading fraud and cybercrime experts joined an exclusive Coutts event to discuss how anybody could become a potential victim of fraud.
3 min
read
Three of the UK’s leading fraud and cybercrime experts joined an exclusive Coutts event to discuss how anybody could become a potential victim of fraud.
3 min
read
|
30 Nov 2023
Making the most of your career’s defining moment – the art of the business exit
The head of our Business Exit Programme, Greg Kyle-Langley, details how advice and guidance at the crucial moment of exit could provide lifelong value.
3 min
read
The head of our Business Exit Programme, Greg Kyle-Langley, details how advice and guidance at the crucial moment of exit could provide lifelong value.
3 min
read
|
08 Nov 2023
The value of personalised private banking for business leaders
Our Head of Entrepreneurs Franklin Asante writes on why a committed and understanding private banker could benefit business leaders and help enhance their company’s growth.
4 min
read
Our Head of Entrepreneurs Franklin Asante writes on why a committed and understanding private banker could benefit business leaders and help enhance their company’s growth.
4 min
read
|
01 Nov 2023
Economic challenges make financial partners crucial to successful growth
The current economic climate presents challenges and opportunities for entrepreneurs, underlining the importance of a holistic and intelligent financial partnership, writes Franklin Asante, Head of Entrepreneurs at Coutts
3 min
read
The current economic climate presents challenges and opportunities for entrepreneurs, underlining the importance of a holistic and intelligent financial partnership, writes Franklin Asante, Head of Entrepreneurs at Coutts
3 min
read
|
25 Oct 2023
How understanding our psychology could help when investing
When it comes to long-term planning and investing, are there psychological factors we should be aware of? We spoke to NatWest Group’s Behavioural Science & Applied Psychology Centre of Expertise to find out how knowing more about how we think could help our long-term investment plans.
4 min
read
When it comes to long-term planning and investing, are there psychological factors we should be aware of? We spoke to NatWest Group’s Behavioural Science & Applied Psychology Centre of Expertise to find out how knowing more about how we think could help our long-term investment plans.
4 min
read
|
03 Jul 2023
Top 5 ways to spend your Coutts Crowns
Until 24 July, clients can earn a 25,000 Crown Loyalty Bonus on fixed term deposits of £25,000 to £3m, fixed for 12 months or less and taken out via coutts.com by 14 August. With over 50 rewards for 50,000 Crowns or less, what could be the best way to redeem them? Terms & conditions apply. Limited availability.
2 min
read
Until 24 July, clients can earn a 25,000 Crown Loyalty Bonus on fixed term deposits of £25,000 to £3m, fixed for 12 months or less and taken out via coutts.com by 14 August. With over 50 rewards for 50,000 Crowns or less, what could be the best way to redeem them? Terms & conditions apply. Limited availability.
2 min
read
|
05 Jun 2023
Taking Pride in our LGBTQ+ clients
We are once again proud to support Pride month – find out more about how we work with and learn from our LGBTQ+ clients and colleagues.
2 min
read
We are once again proud to support Pride month – find out more about how we work with and learn from our LGBTQ+ clients and colleagues.
2 min
read
|
30 May 2023
award-winning coutts debit card – a planet-friendly way to support a good cause
Our new debit card combines social and ecological inspiration and supports the Coutts Charitable Foundation.
2 min
read
Our new debit card combines social and ecological inspiration and supports the Coutts Charitable Foundation.
2 min
read
|
17 May 2023
Cash, savings and investing: Making the most of your money
How to bank for today, tomorrow and the future to make the most of your wealth.
3 min
read
How to bank for today, tomorrow and the future to make the most of your wealth.
3 min
read
|
28 Apr 2023
investment fraud - the long con
Clients heard examples of the latest types of investment scams, including crypto-related schemes, and tips to help avoid them at our latest online fraud event.
3 min
read
Clients heard examples of the latest types of investment scams, including crypto-related schemes, and tips to help avoid them at our latest online fraud event.
3 min
read
|
31 Mar 2023
Why investing could be a good long-term option for your cash
It’s important to keep cash for your short-term needs but, with year-on-year inflation above 10% in the UK, investing could be a good option for the future.
3 min
read
It’s important to keep cash for your short-term needs but, with year-on-year inflation above 10% in the UK, investing could be a good option for the future.
3 min
read
|
24 Mar 2023
Why now could be the best time to be ISA ready
ISAs could provide a more tax efficient way to build for your future and now could be a good time to find out what options are available. Read more.
3 min
read
ISAs could provide a more tax efficient way to build for your future and now could be a good time to find out what options are available. Read more.
3 min
read
|
23 Mar 2023
Spring budget pension changes: positive, but patience recommended
Proposed pension changes could be good news but it may be worth waiting before taking action.
3 min
read
Proposed pension changes could be good news but it may be worth waiting before taking action.
3 min
read
|
17 Mar 2023
Spring budget: the impact on pensions and passing on wealth
Sweeping pension changes announced by the government in the recent Budget could have implications for inheritance tax planning.
2 min
read
Sweeping pension changes announced by the government in the recent Budget could have implications for inheritance tax planning.
2 min
read
|
16 Mar 2023
Savings accounts: Building towards your near-term goals
As interest rates rise in a bid to tackle elevated inflation, savers could be benefiting from the increased rate environment. Find out what Coutts has to offer.
3 min
read
As interest rates rise in a bid to tackle elevated inflation, savers could be benefiting from the increased rate environment. Find out what Coutts has to offer.
3 min
read
|
18 Oct 2022
What next for pensions?
Mini-budget mayhem caused concern among many about their pensions. Here’s what our Chief Investment Officer thinks could happen next.
3 min
read
Mini-budget mayhem caused concern among many about their pensions. Here’s what our Chief Investment Officer thinks could happen next.
3 min
read
|
17 Oct 2022
Golden rules to retirement planning: Protecting your wealth
In the final part of our retirement series, we look at what you can do to protect your wealth should life take a turn for the worse.
3 min
read
In the final part of our retirement series, we look at what you can do to protect your wealth should life take a turn for the worse.
3 min
read
|
27 Sep 2022
Mini-budget: Tax cuts and sterling
With new Chancellor Kwasi Kwarteng cutting taxes left, right and centre, here’s what it could mean for investors.
2 min
read
With new Chancellor Kwasi Kwarteng cutting taxes left, right and centre, here’s what it could mean for investors.
2 min
read
|
09 Feb 2022
How can you manage rising inflation through your personal finances?
Rising inflation has become an increasing concern for many people in the UK. Mitigating it means understanding how best to manage your personal wealth.
2 min
read
Rising inflation has become an increasing concern for many people in the UK. Mitigating it means understanding how best to manage your personal wealth.
2 min
read
|
11 Jan 2022
Fast, flexible and fee-free: How Investment Backed Lending could help when opportunity knocks
IBL could provide quick access to funds for the next big thing in your life.
3 min
read