Why aren't property investments as attractive as they once were?
August 18, 2023
A question I commonly get asked by clients is 'why aren't property investments as attractive as they once were?' Investing money can often seem like a complex web of options and opinions, where the difficulty lies in deciphering the best solution for you.
Lester Brunt Charity Golf Day 2023
July 5, 2023
We have supported and worked closely with The BOWRA Foundation, for four years, and were thrilled to have raised over £26,500 at this years' event!
'Succession Planning' at Lester Brunt
June 9, 2023
'Succession Planning' is often about the transfer of control, access or responsibility over assets from one generation to the next. Whilst to date Michael and I have been the only point of contact for a number of clients, this is now starting to change...
Gifting with Taper Relief
July 19, 2023
Some gifts are considered to be immediately free from inheritance tax, where a potential tax liability arises because of the value of the gift, Taper Relief might apply.
Why does a new tax year begin on 6th April?
April 6, 2023
Have you ever wondered why the Tax Year runs April to April rather than January to December? This was a question recently posed to me by my lovely wife Alison. As in many things financial the answer is as fascinating as it is convoluted.
Lester Brunt Annual Golf Day 2022
June 28, 2022
Earlier this week the weather held out for us and 19 teams of golfers were able to celebrate our annual charity golf day at Ferndown Golf Club. We are thrilled to have exceeded last year’s fundraising target and raised over £30,000 in support of The BOWRA Foundation.
No more posts.
September 7, 2023
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 a tour of the vineyards.
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.