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James Timpson (Head of Asset Management and Fund Manager) is back to run through what’s been happening in the market, including the fact that the FTSE100 surpassed the 9,000 mark for the first time. Plus, he explains how the Investment Team review and choose stocks that make up the fund portfolio.

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.

We are looking for a suitably experienced and qualified individual to join the Private Client Team, based in our Witney office.

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.

James Timpson and Jake Reynolds are back to explain what’s happened in the past three months. We cover how markets had the biggest fall in the past three months due to Trump’s tariffs, but managed to recover, as well as fund performance and how the Investment Team’s still excited about infrastructure.

We are looking for a suitably experienced and qualified individual to join the Private Client Team, based in our Okehampton office.