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Registering Trusts

TRS Webinar


As part of new anti-money laundering regulations, a new HMRC rule requires most Trusts to register via HMRC online Trust Registration Service (TRS). The deadline to register any existing Trusts is 1st September 2022 or within 90 days of being set up, whichever is later, and any changes must also be recorded on the TRS.

Lester Brunt Charity Golf Day 2022

Lester Brunt Annual Golf Day 2022


Earlier this week we celebrated our annual charity golf day. The weather held out for us and 19 teams of golfers were able to enjoy a sunny day on the course at Ferndown Golf Club. We are thrilled to have exceeded last year’s fundraising target and raised over £30,000– a new record- in support of The BOWRA Foundation.

Misconceptions

Taper Relief


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 donor does not survive the 7 years, then the value of the gift(s) made are set against the inheritance tax free limit, also referred to as the Nil Rate Band (NRB), that is in force at the date of their death.

The Generation Game

A Question of Timing


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.

Did you know

Why April the 6th?


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.

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Notable past events

Lester Brunt Charity Golf Day 2022

Lester Brunt Annual Golf Day 2022


Earlier this week we celebrated our annual charity golf day. The weather held out for us and 19 teams of golfers were able to enjoy a sunny day on the course at Ferndown Golf Club. We are thrilled to have exceeded last year’s fundraising target and raised over £30,000– a new record- in support of The BOWRA Foundation.

Lester Brunt

Sail GP 2021


The video highlights of Sail GP 2021 are now up!

Going Green

Want to make a positive impact with one easy change?

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.

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