A highly respected entity in the world of Wealth Management

Private Clients

private clients

COURTIERS helps those who make the most of life make the most of their wealth. Find out how we can help you maximise the wealth you created.

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Corporate Clients

corporate clients

Designing, assessing and providing effective Corporate Packages, we listen first to learn about your business then apply our understanding to guide you to the right solution.

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Funds

funds

Investing takes a keen eye and often patience to identify the right areas in which to invest. Retail and Institutional investors may act independently to identify the most appropriate COURTIERS fund investment opportunities.

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Video Commentary

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News Articles

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Covering your Heirs with a Cap

Would you like to know how your heirs could pay less Inheritance Tax (IHT) when you pass on your hard earned estate, while you still have access to that capi...

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Brexit

The pugilists have entered the ring. In the red corner, we have the “better out” campaign, and in the blue corner, the “better in”. There are no knock-outs. ...

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On Winning...

COURTIERS took to the spotlight at the Thomson Reuters 2016 UK Lipper Fund Awards on 19th April as the industry rewarded the company’s capability and commitm...

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COURTIERS Comments on March 2016 Markets

Last month saw George Osborne deliver his eighth budget as Chancellor of the Exchequer. Economic growth in the UK is forecast to be 2% in 2016, but this is d...

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Tales of the Unexpected – A Generous Tax Break

On the 16th March George Osborne announced in his 2016 budget that from 6th April 2016 the Capital Gains Tax (CGT) rate for higher rate income taxpayers is b...

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The State Pension As You Knew It - Has Gone.

The State Pension, somewhat overshadowed during the recent revolution in personal pensions, has undergone its own overhaul.

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Focus on the Future for a Lifetime (ISA)

Alongside a welcome announcement that ISA limits will increase to £20,000 from April 2017, the introduction of a “Lifetime ISA” was one of several headline i...

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COURTIERS 2016 Spring Budget Summary

A comprehensive 18 page PDF summarising the key points of this year's Budget announcement

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COURTIERS Tax Tables 2016 - 2017

The latest COURTIERS 2016/17 Tax Tables reflecting announcements made in the Budget are now available to download.

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Six Valuable Reasons to Review Your Will

Whatever your age, an up-to-date, professionally prepared Will is incredibly important and, in fact, the only way to ensure that your wishes can be fulfilled...

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News Articles

Covering your Heirs with a Cap

Would you like to know how your heirs could pay less Inheritance Tax (IHT) when you pass on your hard earned estate, while you still have access to that capi...

Read the full article »

Brexit

The pugilists have entered the ring. In the red corner, we have the “better out” campaign, and in the blue corner, the “better in”. There are no knock-outs. ...

Read the full article »

On Winning...

COURTIERS took to the spotlight at the Thomson Reuters 2016 UK Lipper Fund Awards on 19th April as the industry rewarded the company’s capability and commitm...

Read the full article »
All articles »

BORN IN HENLEY. EST. 1982

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About COURTIERS

Over 30 years, COURTIERS has refined a limited range of products and resources to provide effective restricted advice to suit various client needs. Valued by individuals, families, business owners / operators and other Wealth Management professionals, COURTIERS offers a unique perspective on Wealth Management to help maximise wealth, now and in the future.

Based in prestigious Henley-on-Thames, clients both local and from further afield enjoy liaising with their COURTIERS contacts in a smart, comfortable, practical and professional environment, establishing and evolving their ongoing financial goals and ambitions in an ever-evolving world.

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