Building Personal Wealth: Case Study
A COURTIERS Private Client (husband and wife) owned a wholesale business which generated a significant profit. They were keen to build up personal wealth outside the company ahead of any potential downturn in the company’s fortunes, but still needed access to their capital for any future business requirements.
Their company also faced a potentially large Corporation Tax bill and if they simply withdrew the profit from the company, they’d be hit hard by the tax man for Income Tax.
By working closely with their own COURTIERS Wealth Management Adviser assigned to understand and work to the specific circumstances and needs, our client mitigated both the company’s and their own personal tax liabilities by investing and maximising their hard earned wealth in a tax efficient environment.
Over time, the couple enjoyed building up significant wealth outside their business, reducing risk and mitigating any personal and corporate tax liabilities all with the help of COURTIERS. While they now enjoy retirement, they continue to work alongside COURTIERS to utilise valuable help and advice which maximises the wealth they together created.
COURTIERS focuses on building wealth for many of its clients by building long-lasting, transparent and mutually supportive relationships.
Protecting Personal Wealth: Case Study
A married couple were about to become grandparents for the third time. They decided as a result that it was time to sell their very successful scientific equipment supplies business and did so for £4 million.
The sale would allow them more time to relax with each other and with their growing family - as long as the capital could offer them suitable comfort and security for the rest of their lives while providing for their future grandchildren’s education.
Having met with COURTIERS, the couple were assigned a Personal COURTIERS Wealth Management Adviser who took time to understand the history and desired future surrounding the couple’s circumstances. As a COURTIERS client their Personal Wealth Management Adviser was able to help and implement an easy-to-understand, tax efficient, low risk financial investment strategy that would protect their capital and achieve their personal and financial objectives.
COURTIERS works proudly with Private Clients to ensure their well-earned rewards remain theirs. Acute ears and an altruistic understanding underpin our pride as we work closely with clients, and this thrives throughout the COURTIERS culture from our company ethos right down to the conduct of each individual team member. We’re often told this is evident in our efforts, our client relationships and of course, in the effective Wealth Protection strategies built, implemented and managed by COURTIERS.
Enjoying Personal Wealth: Case Study
A capable senior technical support manager worked for an international telecoms company while his wife enjoyed caring for their two children at home.
Before the couple married, they worked together at a fast growing US technology company listed on the NASDAQ (where they first met). Both had remuneration packages which included a very generous share option scheme and as the technology market boomed, the share price increased significantly. Subsequently, their family’s wealth bloomed substantially.
Exploring their options, the couple identified and harnessed valuable insight through the guidance of a personal COURTIERS Wealth Management Adviser. They chose to exercise their maturing options and sell their shares to diversify their risk and secure the family’s future. Unfortunately as we now know, the technology bubble burst and this wiped out the couple’s remaining share options, but by listening to, understanding and guiding COURTIERS to diversify investments, the couple reduced their risk and secured the family’s wealth. Today, our client continues to enjoy a fantastic lifestyle with peace of mind and ongoing support from their dedicated and well informed COURTIERS Wealth Management Adviser.
Enjoying wealth means enjoying life and COURTIERS works with its clients to ensure the wealth they created is focused on the future while clients focus on enjoying ‘right now’.
Passing on Personal Wealth: Case Study
A successful husband and wife were overjoyed when their daughter and son in-law announced they were having twins.
This meant new priorities for the grandparents-to-be and they decided to review their financial objectives and plans. As a COURTIERS Private Client, alongside their Personal COURTIERS Wealth Management Adviser the couple were able to plan a suitable strategy with guidance from their Personal COURTIERS Wealth Management Adviser and mitigate Inheritance Tax. This ensured the family's hard-earned wealth could be passed to the next generation while still allowing them to access their capital to maintain their own lifestyles.
COURTIERS works sensitively to understand and help individuals secure their own wealth, or the wealth of a loved one in need of a trusted representative.
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