Courtiers Wealth Management
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09 Mar
Reflecting on effective wealth management
Doing your Capital Gains Tax (CGT) exercises is part of effective wealth management. Ongoing support can help with qualified views, financial advice and regular investment commentary. Learn more.
Tom Stephenson
18 Sep
Careful with these four investment schemes
Venture Capital Trusts (VCTs). Business Expansion Scheme (BES) and Enterprise Investment Scheme (EIS). Seed Enterprise Investment Scheme (SEIS). Business Property Relief (BPR).
Tom Stephenson
20 Aug
Bright Futures: Nurture your children and grandchildren’s wealth and save on tax at the same time
If you’re keen to pass wealth to your children, grandchildren or great grandchildren to support your family goals and direction in life, where do you start?
Tom Stephenson
09 Nov
Property as an Investment. To Buy or Not To Buy?
Property investment became popular and valuable for securing assets and generating additional income after the 2008 global financial crisis, but is it still the same story almost a decade later?
Tom Stephenson
26 Jun
Capital Gains Tax – Complexity & Opportunity
Tom Stephenson
24 Feb
Gross Payment of Interest Distributions to Investors – What Investors Need to Know
As each Courtiers Fund is treated as an OEIC for tax purposes, this article has been written to ensure that Courtiers’ clients are aware of how the changes may affect them.
Tom Stephenson
20 Dec
How to avoid cyber crime
Cyber Crime – It’s a Fact of Life
Cyber Crime has become a fact of life, and it’s important to be aware of the risks that exist.
Tom Stephenson
14 Oct
Autumn Budget 2016
99 Days Later and Counting – Autumn Budget 2016
99 days after George Osborne delivered his fifth spring budget, the UK announced its decision to leave the EU.
Tom Stephenson
29 Jun
Giving to Save
Inheritance Tax: one of the most controversial taxes in the UK. Essentially it's tax payable on death when a person’s estate exceeds a minimum threshold. Can you rightfully reduce the bill? Possibly.
Tom Stephenson
13 Apr
Tax advisor services
Capital Gains Tax – A Welcome Reduction
Capital Gains Tax is tax due on the sale of assets sold above the annual CGT allowance. This includes investment shares or the sale of property but excludes the sale of a main residence.
Tom Stephenson