Lester Brunt Wealth Management offers bespoke advice on all aspects of tax, trusts* and investment management through face to face guidance and also seminars run by Michael and Martin.
We specialise in working with people who are generally retired and wish to take steps to both protect what they have now, as well as ensuring they can pass on the maximum amounts possible without erosion by inheritance tax or long term care fees.
We offer a personal wealth management service. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Take steps to mitigate or remove IHT liability
- Protect assets against assessment for long-term care needs
- Invest to build or preserve capital
- Invest to maximise tax efficient income
- Manage Cash and borrowings
Aiming to keep our clients aware of the latest information within the markets is important to us. Examples of how we do this are by producing a Monday Market Bulletin, Monthly IHT bulletin, Quarterley Valuations and The Investor Magazine. You may view the Market Bulletins by clicking the Market Update link on the left of this page.
We hope that you find the information on this website to be of interest and would welcome the opportunity to explore how we can work together to improve or enhance your financial situation.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.