Wealth planning Services

Our specialists can support you across all aspects of your wealth planning. From the basics, such as your will, pension and protection cover, to wider concerns like supporting a good cause, running a family business or passing on your wealth, we can guide you every step of the way.

Financial Planning

Spending a little time sorting your finances now could save you lots of time later on. For the financial plan to fulfil your dreams, foster your family’s future and free you from worry, come to us. We’ve got all the major bases covered.

protection Cover

Financial peace of mind for you, your family and your business

Wills, trusts & estate planning

The right structures for passing on your wealth

Pensions

Planning for your retirement and beyond.

Wealth Structuring

Structural guidance around key wealth events

ISA

Making the most of your tax-free allowances

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Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

Coutts institute

We understand that wealth means more than money.  The Coutts Institute focuses on the governance of wealth - helping family businesses succeed, helping clients fulfil ambitions for their philanthropy, and preparing the next generation for inheritance.

Family Business

Helping family businesses achieve successful succession and governance.

Social investment and philanthropy

Helping our clients and their families make a difference to the causes and communities they care about.

Wealth succession

We help our clients navigate the complexities of passing on wealth, and make succession a success.

Charity Services

If you want to share your wealth with charitable organisations, you are in good company. Coutts has a long history of supporting not-for-profit initiatives, and we understand the desire to give somthing back. Our Charity Services team has the knowledge and experience to ensure your charitable activities have the greatest impact.

Find out more about our services

Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

Become a Client

When you become a client of Coutts, you will be part of an exclusive network.