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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.
ISAs & Pensions compared (part 1)
Pensions and Individual Savings Accounts (ISAs) are two of the building blocks of UK household wealth, helping millions of people to meet their financial objectives and goals. In the first of three articles, we look at how the two match up during the accumulation phase of building wealth.