News & Insights

When was the last time you reviewed your will? As well as acting as your voice when you’re gone, a will ensures you can protect and look after your wealth and your family once you are no longer able to in person. Understand here what you should be aware of when making a will, and what the new legislation could mean for your future decisions.

The FCA reports that only 40% of clients disclose their vulnerabilities to their Financial Adviser. Courtiers takes vulnerability seriously, treating it with the care and support we know it needs, for however long it’s needed.

Long term care has varying costs, depending on the level and type you choose. But it’s also affected by where you live and your wealth thresholds. While it’s worth planning and saving accordingly, it's important to consider how long you may need care for.

Skim a summary of key points raised in the Spring Statement to understand how they may affect you. Plus, get your updated Tax Tables to help control your next financial year.

Is GDP going in the right direction? Have the government done enough? Is the OBR outlook backing Reeves up? Gary Reynolds looks at the Spring Statement and gives his immediate response.

Estate planning, tax strategies, investment tactics and trusts; four key areas high earners look to when capitalising on their wealth. We focus on high earners and their investments needs, as well as common pitfalls to avoid, to help you achieve the most from your portfolio.