Dealing with your finances is a highly personal task and sharing that task can make you feel vulnerable. This is why finding a financial adviser you feel comfortable with, and trust is crucial in financial planning and achieving your financial goals. But, how to choose a financial adviser that meets your criteria is often left undiscussed. Wealth management advisers help

On 30th October 2024, Chancellor Rachel Reeves stood outside 11 Downing Street with the red box – the first woman to ever do so – before heading over to the House of Commons to present this year’s Autumn Budget. This Budget was a big one, aimed at putting “more pounds in people’s pockets”, managing debt, and investing in healthcare, education,

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

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

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

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

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

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

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