Brunel Wealth

Brunel Wealth Your trusted financial planners.

Could delaying your estate planning cost your family more than you realise?With major Inheritance Tax changes arriving f...
27/08/2026

Could delaying your estate planning cost your family more than you realise?

With major Inheritance Tax changes arriving from 6 April 2027, now could be the right time to review your estate plan. Starting early may give you more opportunities to pass on your wealth tax-efficiently and help protect more of your estate for the people who matter most.

Our latest guide explores:

🏡 Why more homeowners could face an Inheritance Tax bill than they expect
📅 How starting your estate planning earlier could make a significant difference
🎁 Four valuable gifting allowances that may help reduce your estate's Inheritance Tax liability
📖 Why estate planning is about more than tax – it's about ensuring your wishes are carried out and protecting your family's future

Estate planning isn't just for the ultra-wealthy. Rising property values, investments and upcoming pension rule changes mean more families could be affected than ever before.

Download our latest guide to understand the changes and the steps you may be able to take. 🔗 https://loom.ly/PO48mbM

If you'd like to discuss your estate, Inheritance Tax planning, or how the 2027 pension changes could affect you, please get in touch with our team.

🌐 https://loom.ly/il0w9k4
📞 0117 325 2224

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only. All information is correct at the time of writing and is subject to change in the future. Any links will direct to a third-party website and Brunel Wealth is not responsible for the accuracy of the information contained within linked sites.

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

Approved by Best Practice IFA Group Limited on 09/07/2026.

More families are choosing to contribute to their children's pensions, helping them build long-term financial security f...
21/08/2026

More families are choosing to contribute to their children's pensions, helping them build long-term financial security from an early age. With changes to Inheritance Tax rules coming into effect from 6 April 2027, it's a strategy many are now considering as part of their wider estate planning.

Our latest guide explores four practical reasons why contributing to your child's pension could be worthwhile:

👶 Help build their financial future from an early age
📈 Give investments more time to benefit from long-term growth
💷 Take advantage of available pension tax relief
🏡 Potentially pass on wealth in an Inheritance Tax-efficient way

It's important to remember that pension contributions aren't right for everyone. Money is usually locked away until pension age, contribution limits apply, and any decision should form part of your overall financial plan.

Download our latest guide to learn more about the opportunities, the rules, and the points to consider before making contributions. 👉 https://loom.ly/DTaMpYM

If you'd like to discuss whether this approach could be suitable for you and your family, our team is here to help.

🌐 https://loom.ly/il0w9k4
📞 0117 325 2224

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only. All information is correct at the time of writing and is subject to change in the future. Any links will direct to a third-party website and Brunel Wealth is not responsible for the accuracy of the information contained within linked sites.

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

Approved by Best Practice IFA Group Limited on 08/07/2026.

You work hard to build your business, but have you considered what would happen if you or a key member of your team coul...
31/07/2026

You work hard to build your business, but have you considered what would happen if you or a key member of your team could no longer work?

There are simple steps you can take to help protect your business and keep operations running smoothly:
✅ Key Person Insurance
✅ Shareholder Protection Insurance
✅ Business Lasting Power of Attorney

Planning ahead can help safeguard your business, protect those who rely on it, and give you greater peace of mind. If you'd like to discuss the options available, we're here to help.

📖 Read our latest blog to learn more.

🌐 https://loom.ly/PakKQG0
📞 01926 492948

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only. All information is correct at the time of writing and is subject to change in the future. Financial protection plans have no cash-in value, cover is subject to terms and conditions, and exclusions may apply. The Financial Conduct Authority does not regulate Lasting Power of Attorney.

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

Financial stress is more common than many people realise, but having a clear financial plan can help you feel more in co...
24/07/2026

Financial stress is more common than many people realise, but having a clear financial plan can help you feel more in control, more confident, and better prepared for the future.

A financial plan could help you:
✅ Understand your current financial position
✅ Balance today's priorities with tomorrow's goals
✅ Build resilience against unexpected financial shocks
✅ Feel more confident making financial decisions
✅ Stay on track with regular reviews and expert guidance

Whether you're planning for retirement, protecting your family, or simply looking to make your money work harder, having a long-term financial plan can provide valuable peace of mind.

If you'd like to discover how financial planning could help reduce stress and support your future goals, we'd be happy to help.

📖 Read our latest blog to learn more.

🌐 https://loom.ly/wSC0TPY
📞 01926 492948

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only. All information is correct at the time of writing and is subject to change in the future. Any links will direct to a third-party website and Brunel Wealth is not responsible for the accuracy of the information contained within linked sites.

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

🏡 Have you thought about planning for care in later life?When planning for retirement, it's easy to focus on ticking off...
17/07/2026

🏡 Have you thought about planning for care in later life?

When planning for retirement, it's easy to focus on ticking off your bucket list, whether that's travelling the world, spending more time with loved ones, or enjoying the lifestyle you've worked so hard to build.

But have you considered how you would fund care if you ever needed it?

With people living longer and care costs continuing to rise, planning ahead can help provide greater financial security and peace of mind for you and your family.

📥 Download your copy of Your Guide to Planning for Later-Life Care today, and if you have any questions about planning for the future, our team is here to help.

🔗 https://loom.ly/ttrcYp0

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

Please note: This guide is for general information only and does not constitute financial advice. The information is aimed at individuals only. All information is correct at the time of writing (May 2026) and is subject to change.

Are you financially prepared for a 100-year life?People are living longer than ever before, with the number of UK centen...
10/07/2026

Are you financially prepared for a 100-year life?

People are living longer than ever before, with the number of UK centenarians continuing to rise. While a longer life can bring more opportunities and experiences, it also means your finances may need to support you for much longer than previous generations.

Planning ahead could help you:

✔️ Build long-term financial security
✔️ Make your retirement savings last longer
✔️ Prepare for future care costs
✔️ Maintain your lifestyle in later life

A well-structured financial plan can help give you confidence about the future, whatever it may hold.

👉 Read our latest guide, How to Plan for a 100-Year Life, or contact our team if you'd like to discuss your long-term financial plans.

🔗 https://loom.ly/Vqa95YE
☎️ 0117 325 2224

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

Please note: This guide is for general information only and does not constitute advice. The information is aimed at individuals only.

All information is correct at the time of writing (April 2026) and is subject to change in the future.

Many business owners focus on growing their business but overlook their own retirement planning. While selling your busi...
03/07/2026

Many business owners focus on growing their business but overlook their own retirement planning. While selling your business may form part of your future plans, relying on it alone could be risky.

A pension could offer:

✔️ Tax-efficient contributions
✔️ Potential Corporation Tax benefits
✔️ Greater financial diversification
✔️ Long-term retirement security

Building a pension alongside your business can help create more flexibility and confidence for the future.

👉 Read our latest blog to discover four practical reasons why business owners could benefit from having a pension strategy in place, or contact our team to discuss your retirement planning options.

🔗 https://loom.ly/EfxIbjI
☎️ 0117 325 2224

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only.

All information is correct at the time of writing and is subject to change in the future.

A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Past performance is not a reliable indicator of future performance.

The tax implications of pension withdrawals will be based on your individual circumstances. Thresholds, percentage rates, and tax legislation may change in subsequent Finance Acts.

Any links will direct to a third-party website and Brunel Wealth is not responsible for the accuracy of the information contained within linked sites.

Approved by Best Practice IFA Group Limited on 15/06/2026.

Could Your Finances Withstand an Unexpected Shock?According to Cover Magazine, fewer than 1 in 5 UK adults are adequatel...
26/06/2026

Could Your Finances Withstand an Unexpected Shock?

According to Cover Magazine, fewer than 1 in 5 UK adults are adequately protected against health or financial shocks, leaving many families vulnerable if the unexpected happens. 💷

If illness or injury stopped you from working, would you still be able to cover your mortgage, bills, and essential outgoings?

Building financial resilience isn’t just about savings. It can also include:
✔️ Reviewing your current financial safety net
✔️ Understanding what support your employer provides
✔️ Building an emergency fund
✔️ Considering financial protection such as income protection, critical illness cover, or life insurance

Taking proactive steps today could help provide peace of mind and greater financial security for the future. ✨

At Brunel Wealth, we can help you review your financial protection options and discuss the level of cover that may be appropriate for your circumstances.

💬 Get in touch to arrange a conversation with our team and learn more below 👇
🌐 https://loom.ly/SBVeRPk

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only. All information is correct at the time of writing and is subject to change in the future.
Note that financial protection plans typically have no cash in value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse. Cover is subject to terms and conditions and may have exclusions. Definitions of illnesses vary from product provider and will be explained within the policy documentation. Any links will direct to a third-party website and Brunel Wealth is not responsible for the accuracy of the information contained within linked sites.

Approved by Best Practice IFA Group Limited on 11/05/2026.

💼 As a Business Owner, How You Pay Yourself Matters.Taking income from your business without considering the tax implica...
12/06/2026

💼 As a Business Owner, How You Pay Yourself Matters.

Taking income from your business without considering the tax implications could mean missing valuable opportunities to make your earnings more efficient. 📊

From taking a salary and receiving dividends to contributing to your pension, there are several ways business owners may be able to manage income more tax-efficiently depending on their goals, circumstances, and long-term plans.

For example:
✔️ Keeping income within certain tax thresholds
✔️ Using dividends to supplement earnings
✔️ Making pension contributions that may offer tax benefits for both you and your business

💬 If you’d like to review your current income strategy or discuss your long-term financial plans, our team is here to help. Click the link below to read more and speak to a member of our team 👇

🌐 https://loom.ly/amNJ79Q

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only.

All information is correct at the time of writing and is subject to change in the future. Please do not act based on anything you might read in this article. All contents are based on our understanding of HMRC legislation, which is subject to change. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. The tax implications of pension withdrawals will be based on your individual circumstances. Thresholds, percentage rates, and tax legislation may change in subsequent Finance Acts. The Financial Conduct Authority does not regulate tax planning.

Approved by Best Practice IFA Group Limited on 11/05/2026.

Millions of people across the UK are helping family members manage online bank accounts, pay bills, and handle finances,...
05/06/2026

Millions of people across the UK are helping family members manage online bank accounts, pay bills, and handle finances, but many are doing so without a Lasting Power of Attorney (LPA) in place.

While it may seem harmless, accessing a loved one’s accounts without formal legal authority could lead to accounts being frozen or complications if they lose mental capacity. 💻💷

An LPA allows someone you trust to make decisions on your behalf if you’re unable to do so yourself, helping ensure financial affairs and important decisions can still be managed when needed most.

Without one, families may need to go through the Court of Protection, which can be a lengthy and costly process.

Putting an LPA in place early can provide valuable peace of mind for both you and your loved ones. ❤️

💬 If you’d like to discuss your estate planning arrangements or learn more about Lasting Powers of Attorney, our team is here to help. Click the link below to learn more and speak to a member of our team 👇

🌐 https://loom.ly/iq-0qtg

Brunel Wealth is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112.

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only. All information is correct at the time of writing and is subject to change in the future. The Financial Conduct Authority does not regulate Power of Attorney. Any links will direct to a third-party website and Brunel Wealth is not responsible for the accuracy of the information contained within linked sites.

Approved by Best Practice IFA Group Limited on 11/05/2026.

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