News & Insights

For over four decades, Courtiers has safeguarded clients’ wealth, delivering trust through our stewardship and the custodial partners we carefully select. Guiding your financial future is something Courtiers takes seriously, and our duty as a Financial Services organisation ensures we can uphold due diligence, implement robust business continuity and deliver client asset safety.

Inheritance tax (IHT), Agricultural Property Relief (APR) and Business Property Relief (BPR) will change from April 2026, affecting many small and family businesses. Jamie Shepperd, CEO of Courtiers and owner of Moorlands Farm, offers his opinion, alongside discussion around how Courtiers could help you if you’re affected.

Kapil Divecha recently became Head of Private Clients, leading the national Adviser team. Talking to him, he explains what he hopes to achieve in the role, the changes he’s implementing and his specialism in pension switches and transfers.

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.