Courtiers Wealth Management
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News & Insights
Corporate Services
Working Together
Combine with an outside perspective to help establish, implement and manage corporate schemes.
Pensions & Auto Enrolment
Understand the rules, the options, the processes and the comfort in being compliant.
Employee Benefits
New schemes, reviews and advice for Trustees. Helping to identify and meet specific requirements.
Business Protection
Various insurance options and the support you need to ensure business remains on track as planned.
Personal Wealth Management
How we work together
Listening to understand your goals in life. Guiding each other to help you get there.
Tax Advice
Reviews, assessments and management of your tax affairs. Information on various tax types.
Investment Advice
Guiding clients through market fluctuations. Identifying opportunity and managing risk.
Courtiers Funds
Fund Information
Key information and fund detail. Includes prices, performance and documentation.
Investing in Courtiers Funds
Explore the various routes to investing in Courtiers Funds, for new and existing investors.
Charges & Costs
Explanations of the costs and charges associated with investing in Courtiers Funds.
Regulatory Disclosures
Information and links to download detailed documentation.
Company & People
History
From then to now…why Courtiers exists and what drives us.
Our People
Meet the people steering your investments in the right direction.
Key Locations / Directions
Information on each of our offices, including maps and parking information.
Work with us
Opportunities come and grow. Roles available right now.
Courtiers Client Seminar
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01
Apr
Cashflow modelling – seeking solutions
Cashflow modelling can help you understand how life decisions today might affect the viability of your future financial goals
Kapil Divecha
Investment
Pensions
Tax
18
Feb
Cashflow Modelling: case study
Bringing cashflow modelling to life: example of a client’s situation and points we might raise during a financial review meeting.
Kapil Divecha
Investment
Pensions
Tax
22
Jan
Cashflow Modelling: An Introduction
Having targets in life is one thing. Achieving them is another. Where financial circumstances play a large part, cashflow modelling helps us see far and wide...
Kapil Divecha
Investment
Pensions
Tax
15
May
Changes to entrepreneurs’ relief – a relief for who?
Prior to April 6 2019, entrepreneurs’ relief allowed some business owners, investors and trustees to reduce Capital Gains Tax from 20% to 10% after a year. Now it takes two years…and there’s more.
Kapil Divecha
Tax
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