While some solicitors don’t take factors like tax-efficiency into account when collecting and distributing assets we can help guide our clients towards services that operate from a financially minded point of view. Let one of our advisers pair you with a tried-and-tested solicitor and start down the path to complete financial control over the administration of your estate.
Estate Administration ensures that the deceased person's affairs are properly settled and that their assets are transferred to the intended recipients.
When it comes to distributing estate, it is easy for large portions of finances to be lost through Inheritance Tax. Because this is so avoidable, it’s our aim at Lester Brunt to match you with the best possible solicitor service in order to alleviate unnecessary financial losses.
Estate Administration is a service which is separate and distinct to those offered by St. James's Place
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
At Lester Brunt, we view our clients as family. That’s why it’s so important to us that we find you the most suitable services to limit monetary loss and protect the estate you’re acting in charge of. We’re a local company who to take a personable approach with our referrals to help you find the best solution.
Whenever you need advice from Lester Brunt, you’ll know exactly who to get in contact with. You’ll be paired with an adviser who will take the time to get to know your situation on a deeper level, and you’ll be able to get in touch with them directly whenever you need to.
We want to make sure you’re paired with the right people who will make the process of Estate Administration as easy as possible, while making informed decisions to protect any finances. That’s why we take great care to get to know you as the Executor/Trustee, as well as the individual circumstances of the estate and the beneficiaries. This helps us to provide referrals from our contacts that will help you with all aspects of Estate Administration and ensure it is handled in a way that values tax efficiency.
For more details about services that we offer reach out to us on 01202 695801, or click the button below.
