News & Insights

The dust from the Autumn Budget is settling, with changes to taxes, pensions, and investments that could affect you. Alongside a look back over how Gary Reynolds (Chief Investment Officer), Kapil Divecha (Head of Private Clients) and Sagar Dholiwar (Head of Corporate Clients) responded to the budget, we also share our Autumn Budget 2025 Summary, breaking down the key decisions that Rachel Reeves announced.

Gary Reynolds (Chief Investment Officer), Kapil Divecha (Head of Private Clients) and Sagar Dholiwar (Head of Corporate Clients) discuss their immediate thoughts after the budget, their expectations and any surprises, as well as how the announcements could affect you.

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.

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.