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https://www.brunelwealth.co.uk/

Brunel Wealth, Brunel Wealth, The Crescent, Bristol (2026)

23/10/2026

Many people put off writing a will or arranging a Lasting Power of Attorney, thinking they’ll “sort it later” but the reality is none of us know what the future holds. Having a will in place ensures your estate is handled according to your wishes and spares your loved ones from having to make difficult decisions while grieving.

With a will, you can cover important issues such as:

- Appointing a guardian for children or dependants
- Deciding how to leave your property
- Protecting unmarried partners or stepchildren
- Reducing the amount of Inheritance Tax applied to your estate

📖 Download our guide: 12 Practical Reasons to Write a Will and Name a Lasting Power of Attorney to learn how planning ahead can give peace of mind for you and your loved ones.

🌐 https://loom.ly/j3VJqWE

If you would like any further information, reach out below to speak to us today 👇

☎️ 0117 325 2224
🌐 https://loom.ly/TlQR1tk
📥 [email protected]

Please note: This guide is for general information only and does not constitute advice. All information is correct at the time of writing and is subject to change. The Financial Conduct Authority does not regulate estate planning, tax planning, LPAs, or will writing.

This article does not constitute tax, legal or financial advice and should not be relied upon as such. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. For guidance, seek professional advice.

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.

This article is for general information only and is aimed at retail clients.

02/10/2026

❄️ Your Winter Escape Starts with Smart Financial Planning ⛷️💡

It’s not too late to plan a 2026 holiday, and the colder months could be the perfect time to jet off and explore incredible winter vistas. From snowy mountain peaks to festive city lights, there’s a destination to suit every type of traveller.

🌍 Make travel part of your financial plan. Planning your finances now could give you more freedom to discover new cultures and nature next year.

📖 Discover our top winter destination ideas and tips for incorporating travel into your long-term financial plan in our full guide: https://loom.ly/i-fyRCM

To find out more and speak to a member of our team, reach out to us below 👇

☎️ 0117 325 2224
🌐 https://loom.ly/TlQR1tk
📥 [email protected]

Please note: This blog is for general information only and does not constitute financial advice. Approved by Best Practice IFA Group on 05/09/2025.

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.

25/09/2026

🏠 If your income stopped tomorrow, could you still afford your mortgage and monthly commitments?

It’s something many of us don’t like to think about, but an accident or illness could leave you unable to work, and Statutory Sick Pay may not be enough to cover the financial shortfall.

Financial protection could provide a valuable safety net, helping you continue to meet your commitments while you focus on recovering.

There are several types of protection to consider, including:

💷 Income protection – providing a regular income if you’re unable to work
❤️ Critical illness cover – providing a lump sum if you’re diagnosed with a qualifying condition
👨‍👩‍👧 Life insurance – helping provide financial security for your loved ones if you pass away

The right level and type of cover will depend on your circumstances, financial commitments and needs.

Want to know what protection could be right for you? Get in touch with Brunel Wealth to discuss your options.

🌐 https://loom.ly/Lr1jj34
📞 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 10/08/2026.

18/09/2026

🎓 Planning for your child’s future starts sooner than you think

From school fees and university accommodation to helping your child take their first steps into adult life, the costs of education and early adulthood can quickly add up.

Building a dedicated nest egg could help you provide financial support for your children while still keeping your own long-term financial goals on track.

Our latest guide, “Back to school: How to build a nest egg to fund your children’s education”, explores:

📚 The education costs you may need to plan for
⏳ Why starting early could make your goals more manageable
💰 How savings and investments could support different time frames
👵 How grandparents could help with education costs
📊 Why education planning should form part of your wider financial plan

📖 Download your free copy here: https://loom.ly/zlZc44U

If you’d like to understand how planning for your child’s future could fit into your wider financial plan, get in touch with Brunel Wealth to find out how we could help.

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 06/08/2026.

11/09/2026

Retirement is about more than your finances. It's about making the most of your time.

While financial planning is essential, having a fulfilling retirement also means staying connected, active, and purposeful. Volunteering can be a fantastic way to do just that.

Our latest guide explores five reasons to make volunteering part of your retirement plan, including how it can help you:

⭐ Expand your social circle and reduce loneliness
⭐ Rediscover a sense of purpose after leaving work
⭐ Create a flexible routine that suits your lifestyle
⭐ Keep learning and support your cognitive wellbeing
⭐ Share your skills and experience to make a real difference

Whether you're approaching retirement or already enjoying it, giving back can be one of the most rewarding investments you make.

Click the link to read our latest guide and discover how volunteering could enrich your retirement. 🔗 https://loom.ly/JsMs-4k

If you'd like to discuss your retirement plans and ensure your finances support the lifestyle you want, we'd be happy 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 12/08/2026.

04/09/2026

Inheritance Tax rules are changing, but are you prepared?

From 6 April 2027, most unused pension funds will be included as part of your estate for Inheritance Tax purposes. For many families, this could mean a larger tax bill and changes to how wealth is passed on.

The reforms are expected to result in:
📊 Around 10,500 more estates becoming liable for Inheritance Tax.
📈 Approximately 38,500 estates paying more tax from 2027/28 onwards.

If your pension forms part of your long-term estate planning, now is the time to understand what these changes could mean for you.

Our free guide explains:
✔️ What's changing from 2027
✔️ How the new rules could affect your estate
✔️ Current Inheritance Tax thresholds
✔️ Steps you may wish to consider now

Download your copy today and stay one step ahead 👉 https://loom.ly/73xiBKY

🌐 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 10/07/2026.

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.

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.

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.

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.

Brunel Wealth

23/10/2026

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25/09/2026

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11/09/2026

04/09/2026

27/08/2026

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31/07/2026

24/07/2026

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