Press
Property purchase can be a family affair
Pension Technical Manager Jessica List uses a case study to explain how a family can...
Press
Borrowing for a second SIPP property
Pension Technical Manager Jessica List uses a case study to outline how a borrowing arrangement...
Press
Getting specific on expression of wishes
Pension Technical Manager Jessica List uses a case study to highlight how specific a client...
Press
Commercial property as a pension investment in either a SIPP or SSAS
Group CEO Will Self looks at some of the key considerations for clients interested in...
Press
The Staveley pensions case CPD
Top up your CPD with Jessica List’s in-depth Staveley inheritance tax case overview in FT...
Press
Curtis Banks announces 2020 interim results
Curtis Banks is pleased to announce its 2020 interim financial results this morning. Read coverage...
Press
Unpicking a Supreme Court ruling on pensions and IHT
Pension Technical Manager Jessica List gives a detailed analysis and the background to the Supreme...
Blog
Staveley case: summary and outcomes
On 19 August the Supreme Court published its final judgment in a high profile case...
Press
Curtis Banks rolls out on-demand CPD service
Head of Sales Jon Haslam comments on our adviser focussed CPD On Demand hub designed...
Press
Divorce, pension sharing and the LTA
Pension Technical Manager Jessica List discusses the pension considerations around divorce, pension sharing and the...
Blog
Simpler to apply, easier to use
We know the past few months have challenged your ways of working as we have...
Press
Acquisitions of Talbot and Muir and Dunstan Thomas
Curtis Banks has reached agreement to acquire the SIPP and SSAS operator Talbot and Muir,...