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Community Charity Run

The UK Donor’s Guide to Tax-Efficient Charity Giving

Giving to charity is a rewarding way to make a difference, support the causes that matter to you, and give back to your community. Even better? With the right strategies, you can maximise the tax benefits and stretch your support even further – benefiting both the causes you care about and your own financial well-being. At Lester Brunt, we’ve been

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What Age Should You Start Planning for Retirement?

Whether retirement is just around the corner or a distant blip on the horizon, you may have wondered when the best time to start planning for it is. It’s a major milestone that shapes your golden years, so it’s worth thinking about! There’s no magic “perfect” time to start planning, but the earlier you start, the better. Don’t get discouraged

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What Is Intergenerational Wealth Planning?

What Is Intergenerational Wealth Planning?

We all dream of giving our children the best possible start in life, and a strong financial foundation is key to that. But inheritance alone isn’t enough. Trusts, taxes, investments, and more can have a huge impact on your family’s financial future, so it’s important to go beyond inheritance and create a fully comprehensive plan for your family’s wealth. This

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A Private School

5 Smart Financial Strategies to Beat Rising Private School Costs

Whether your children are already attending private school or you’re planning ahead, you’ve probably noticed how quickly costs are rising. According to the Institute for Fiscal Studies*, private school fees have risen in real-terms by 20% since 2010 and 55% since 2003, making it increasingly difficult for many families to afford. Plus, the new Labour Government has signalled plans to

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Grandmother and granddaughter planting a tree.

3 Common Pitfalls to Watch Out for in Retirement Planning

Planning ahead for your retirement is key to enjoying your golden years in peace and comfort. The sooner you start, the better prepared you’ll be – but with so many factors to juggle, it’s easy to make mistakes that could end up costing you down the line. The Lester Brunt team have helped countless people across Dorset, Wiltshire, Hampshire and

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Two business women

What Percentage of Tax Do You Pay When Selling a Business?

Selling your business is an exciting step towards your future, but before you pop the champagne, there are some key details to iron out. Taxes are one of the biggest. The amount of tax you owe can make a big difference in your final payout. The exact rate depends on a couple of factors, mainly how your business is set

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Employer benefits

How Much Can a Company Put Into a Director’s Pension?

Even if retirement feels like a distant horizon, setting up a pension and planning for your eventual exit from the business is always a smart move. The earlier you start, the more money you’ll have saved up, and smoother the transition will be. As a company director, you have the option to boost your personal pension with contributions from your

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Long-Term Care Planning

The Step-by-Step Guide to Long-Term Care Planning

We all hope to stay independent forever, but there’s always the chance you’ll need extra support with daily activities once you reach the later stages of your life. This is where long-term care planning comes in – by planning ahead for the possibility, whether it’s from ageing, illness, or disability, you can give yourself peace of mind and be financially

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What Is A Business Exit Plan And Why Should You Have One?

Leaving a business when you are the owner isn’t as simple as handing over your workload and walking away. With so many parts to business ownership, a strategy and process in the form of a business exit plan helps make the process smooth. Putting together a document for this can be complicated because there are many things to consider. Lester

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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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