News & Events

Latest News

Latest News

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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man in suit holding plastic house

Why aren’t property investments as attractive as they once were?

Robert Brunt, Chartered Financial Adviser Investing money can often seem like a complex web of options and opinions, where the difficulty lies in deciphering the solution that is going to work for you, so when selecting the assets, we look at trends to decide on a strategy. Property ownership is central to our identities in the UK, naturally forming part

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Lester Brunt Charity Golf Day 2023

On Tuesday 4th July we once again celebrated our annual charity golf day for The Bowra Foundation. 22 teams of golfers were able to enjoy a day on the course at Ferndown Golf Club. We have supported and worked closely with The BOWRA Foundation, for four years, and were thrilled to have raised over £26,500! This funding will make a

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Father and daughter cuddling. Succession planning

‘Succession Planning’ at Lester Brunt

By Martin Brunt In a family setting ‘Succession Planning’ is often about the transfer of control, access or responsibility over assets from one generation to the next. The most common time this happens of course is upon our own demise when the assets we accumulated are passed to our beneficiaries. However increasingly we are being asked to talk to individuals

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Gifting with Taper Relief

By Michael Lester As is widely understood some gifts are considered to be immediately free from inheritance tax. In respect of those gifts not immediately outside of an estate, the donor (settlor) needs to survive the making of the gift by 7 years in order that these gifts have no impact on their inheritance tax liability. In cases where the

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desk with pencil pot, glasses and calendar for 6th april

Why does a new tax year begin on 6th April?

By Michael Lester 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. Our story starts in 1582 when Pope Gregory XIII ordered that the Julian

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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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