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Supporting younger generations
Bare trusts can be an effective way for families to build and then pass on wealth to younger generations, while providing children or grandchildren with a useful financial leg up as they enter adulthood. This article explains why they are popular with Courtiers clients, while highlighting potential drawbacks and complications.
Taking advantage of capital gains tax planning opportunities
With the tax take from capital gains tax predicted to rise to £26 billion by 2027-28, financial planning around capital gains tax (CGT) is more important than ever. This article outlines seven strategies used by Courtiers Advisers to help minimise clients’ CGT bills.
Courtiers funds harnessing the benefits of diversification
Constructing funds that are not concentrated in one sector is just one of the ways that Courtiers builds and maintains well-diversified funds. This article explains how, by diversifying in this and other ways the Investment Team reduces risk to grow long-term returns.