How do I pass my wealth onto my family?

Having proper conversations with our clients helps us to understand what they want to achieve, we can then ensure their investments help them to get there.

Clients come to us at different stages of life and each client has their own unique set of circumstances. Phasing retirement is becoming more common

I sold my private dental practice with the intention of retiring, but have continued with some consultancy work as it is something that I enjoy.

“I moved to Brunel from a larger company where I didn’t feel I was receiving the best advice or service. I’ve been really impressed by the time Brunel puts in to building client relationships. My financial planner s has worked hard to get to know me and to understand my situation. I have absolute confidence in the advice he gives.

Passing on some of my wealth in the right way is important to me. We’ve taken advice from  about Inheritance Tax Planning and I’ve been impressed by the ideas our planner has put forward. As with many people, I do not pay close attention to the detail of my investments, but appreciate the regular and easy to understand updates from Brunel concerning their performance.

This all speaks of the high-quality service I receive from everyone at Brunel. We have annual review meetings and he’s always available if I need advice in between. That’s reassuring, and shows the benefits of the firm’s size. Brunel Capital is small enough for its team to build personal relationships with clients, but has enough scale to offer first-class investment advice and expertise.”

Jill and Peter Bishop, retired dentist

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