At Lester Brunt, we help companies of all sizes with their corporate planning, from setting up auto-enrolment pension schemes to educating staff on maximising their finances. Without the right help, financial planning for yourself and your employees can quickly become neglected. Effective corporate planning is key, especially as your business grows and finances start to become increasingly complex. We can help you put the right plans in place, so you can build your financial security over the longer term. Running a business can be stressful, but our range of corporate planning services help to provide you, your company, and your employees with financial peace of mind. Find out more about our services below.
Our approach to corporate planning is simple; we want to supply you with the tools that will help you get the most out of your business’ finances (and your own). Our priority is making sure you understand the options available to you, with clear advice that helps you feel confident in your decisions. As a team, we’re here to support you, taking a holistic approach to financial planning that considers both your individual goals, as well as those of your business, to supply the best possible advice.
To find out more about our services, or to arrange an appointment, call our team on 01202 695 801 or contact us by clicking the button below.
For more details about services that we offer reach out to us on 01202 695801, or click the button below.
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.
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 communication preferences to receive your digital reports and electronic correspondence.
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.
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
