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Latest News

Latest News

5 Benefits of ISA Planning

Investing in an Individual Savings Account is integral to any financial plan because it offers a tax-efficient investment opportunity. However, utilising your ISA isn’t as simple as putting money into that account. With a specified allowance, there are many benefits of ISA planning to ensure you get the most out of this strategy. The team at Lester Brunt are passionate

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Building Wealth from a Young Age

As we live longer, careful and well-thought-out planning could become crucial in helping the next generation to secure financial well-being in a world worth living in. Saving for the future of your family need not break the bank, time is on your side, and you have the opportunity to make a huge difference. There are a number of ways that

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How Much Can You Pass On Without Paying Inheritance Tax?

Losing a loved one is already a difficult time, and when conversations about inheritance tax enter the situation, it can feel overwhelming and very complicated. There are certain rules surrounding this tax, one of which allows a certain amount to be passed on without being subject to tax. But how much can be passed down before tax, and what are

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Successful Intergenerational Wealth Management

It is exciting that on average, life expectancy is increasing, but this change does come with the financial pressure of sustainability and the need to make money work harder for longer, in order to support yourself and your family.  This is where intergenerational wealth management comes into play. This is the strategic planning, preservation, and responsible transfer of wealth and

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Teaching Children the Value of Money

Investing for the next generations carries much more significance if you use this as a learning opportunity to educate children on the value of money. Teaching your children or grandchildren the significance of financial planning will increase your child’s interest and comprehension of finance from an early age, so they can increase their financial confidence. Understanding Investments An initial step

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Protecting your wealth

You work hard to build wealth so you deserve to spend it as you like. That could be treating the grandchildren, purchasing your dream house or investing for the long term. The effort that you put into earning your wealth makes it worth protecting so you want reassurance that your money will work as hard as you do. At Lester

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Intergenerational Planning to Impart Wealth

Intergenerational wealth management is key to safeguarding your prosperity now and in the future, by including the generations of your family. As intergenerational financial advisers, we know what makes a successful wealth management plan, so that you can live and leave a legacy. Estate Planning Estate planning will help ensure that your future is protected with a power of attorney,

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Two team members working on a laptop

Strategies for Financial Success

No matter your age or life stage, everyone has financial goals. Wealth management is a financial advice service designed to help you achieve those goals. Whether you are saving for your first house or settling into retirement, wealth management encompasses investments, tax optimisation and estate management, crucial to helping you achieve success, however that may look for you. Setting goals

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Notable past events

Bluestone vineyards september

Bluestone Vineyards

On Thursday 7th September we invited a few of our clients to Salisbury, to visit Bluestone Vineyards for an evening of wine tasting, canapes and

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In an age where the online world is at our fingertips, why shouldn’t your wealth management be there as well? Our Online Services allow you to access all your wealth investments in one smart place. Whether you’re already registered, or just about to, here are some great features that can help you get the most from your online account.

Online registration:

Registering for Online Services with an activation code allows instant access. If you haven’t got a code, please contact your adviser. Registering online ensures all information is password protected.

Set your preferences:

Set your communication preferences to receive your digital reports and electronic correspondence.

Self-service:

Make online debit card payment for ISA and any JISA top ups with a debit card

linked to your account, on demand and at a time that suits you. Make payments to Unit Trusts, Retirement Accounts and new ISAs. (Speak to your adviser in order to get this process started) View the value of your investments in a range of currencies and see a breakdown of

this valuation. Instant notifications when a new document is available to view.

For every client opting for paperless correspondence, St. James’s Place will donate £5,to the St. James’s Place Charitable Foundation.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.

Investing in their future:

Less well-known is that children can also have a pension fund as soon as they are born – and setting one up can bring significant tax advantages. Even if your child is a non-taxpayer, they will still get basic-rate tax relief on contributions. That means a maximum of £2,880 a year is automatically grossed up to take account of tax at 25%, giving an annual investment of £3,600

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