Coutts: Your questions answered

Bringing our experts to you

 

Coutts: Your questions answered

Bringing our experts to you

Event Replays

Coutts Wider Services

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15 December 2020
 

As a valued Coutts client, you will be aware of the wider services available to you – but are you really making the most of them? We will discuss Coutts Concierge, Thank You From Coutts - our exclusive reward programme, Coutts 24, Coutts Travel Protection and much more!

 

MORE INFORMATION ON Coutts wider services

RESPONSIBLE INVESTING

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1 December 2020
 

We all know having a sustainable and responsible approach to investing is important because it can build a better world – and who doesn’t want that? Our passionate experts talk to the specific reasons to get behind it and becoming a responsible investor.

 

MORE INFORMATION ON RESPONSIBLE INVESTING

SELLING A BUSINESS AND BUSINESS FINANCING

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17 NOVEMBER 2020
 

A business exit is a defining achievement. It provides a platform for a new career and gives you the freedom to explore new ideas. But have you considered unexpected offers? Could your business thrive without you at the helm? Do you need a corporate finance expert?

 

more information on selling a business and business financing

INVESTMENTS: MARKET & FUND UPDATE

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10 November 2020
 

Brace yourselves. Second wave woes and renewed lockdown measures mean tricky times ahead for investors as the economy once again slows. But we believe the bigger picture still looks good and remain positioned for growth over the longer term.

 

more information on market & funds 

pension planning

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3 NOVEMBER 2020
 

Over 1.5 million pension pots worth £19.4 billion could be lost because people lose track of their pensions, according to the Pensions Policy Institute. Is it worth bringing all your pensions together, making them easier to manage and easier to pass on to your loved ones? How and when is best to draw from your pension? Our experts answer these questions and more.

 

more information on pension planning

inheritance tax & lifetime giving

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20 October 2020
 

You can't live forever – but you can help your loved ones inherit as much of your wealth as possible. Do you understand the intricacies of inheritance tax planning, and the available options ranging from outright gifts to setting up trusts?

 

more information ON INHERITANCE TAX & LIFETIME GIVING

finding & financing your dream home

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6 October 2020
 

Looking to buy your dream home? Or purchase a second property for weekends away? Maybe you’re helping your son or daughter onto the property ladder? Or you might want to build a place from scratch? From bridging loans, buying agents and everything in between – lets ask the experts what is the best option?

 

more information ON FINDING AND FINANCING YOUR DREAM HOME

Wills & Power of Attorney

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29 September 2020
 

Wills are important not only to ensure that your assets will be passed on to your intended beneficiaries, but also, where appropriate, for legitimate tax planning and to provide protection. What are the most important things you need to consider, and what does that mean for your children, property and business?

 

MORE INFORMATION ON WILLS & POWER OF ATTORNEY

Coronavirus has forced many people to save money – not so good for the broader economy but welcome in lots of households. For others, it has caused the stream of cash coming in to dry up as businesses temporarily shut down. But whether recent months have reminded you of the benefits of saving or the perils of the unexpected, it should point you towards the same thing – getting your financial affairs in order.

Sorting your pension, getting an ISA, protecting your money sufficiently, writing or updating your will. These are all extremely important things to help ensure peace of mind and prosperity – not just for yourself now but for those you love long into the future.

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Calls may be recorded.