Our insights
The financial services sector is a highly regulated industry, and we work hard to keep abreast of all the latest developments. That means you can rely on our advice to be well informed, up to date and accurate. Allied to our personal service, you will feel as if you are in safe hands as you plan for your future.
Here are some of the insights we’ve garnered in recent months. Please don’t hesitate to contact us if you’d like any further guidance or information.
National Insurance credits: why buying more might be a clever way to boost your State Pension
The State Pension is likely to provide part of the foundation of your retirement income. However, access to the full State Pension…
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ESG investing: Here are 4 important things to look out for in 2023
As environmental, social, and governance (ESG) issues have gripped the news cycle over the past few years, they have also slowly begun…
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5 smart ways you could reduce your Capital Gains Tax liability this year
The UK government announced a multitude of financial policy changes over the last year. First came the short-lived Truss regime’s mini-Budget, then…
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Market Outlook
Well, 2022 was a bit of a stinker. The chart/table below does not pull any punches with the only ‘winners’ the FTSE…
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Wells Dementia Alliance Walk
Last month, we took part in the Wells Dementia Alliance Walk, raising money for those in the Wells community living with dementia,…
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The guide to later-life planning and care
When you think about your future, how far ahead do you plan? Perhaps you’ve thought about what your life will look like…
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Leaving an inheritance vs gifting during your lifetime
Thinking about passing on wealth can be difficult. However, it’s important to consider how you will pass on money and other assets…
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3 useful financial lessons to teach your children and grandchildren
Learning how to manage your money effectively is a key life skill. If you want to build your wealth, it’s important to…
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Our top 7 books about freedom that you should read this summer
The pandemic has been a difficult time for many people but, at long last, some of our freedoms have been returned. After…
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Your Brunel team update
Now that summer is finally upon us, we hope you’ve been able to find some time to get outside and enjoy the…
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10 Ways for a More Sustainable Life
Sustainability has become a key topic for governments, businesses, and communities around the world. Climate change and its impacts on the future…
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The Complete Guide for First-time Buyers
Buying your first home is a huge decision and a milestone you may have been looking forward to for years. But it…
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Why there’s no need to worry about the recent market volatility
These are difficult and volatile times. In addition to the growing human cost and suffering, the escalating conflict in Ukraine and resulting…
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3 important reasons why you should put a Lasting Power of Attorney in place now
Did you know that if you fell ill and weren’t able to make decisions for yourself, your loved ones wouldn’t automatically be…
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Everything you should know about our new tree-planting scheme
When the Brunel and Pilgrim Impact Teams first joined forces, one of their primary focuses was to explore ways in which they…
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Your Brunel team update
Welcome to your spring update from Brunel Capital Partners. Now that winter is over and the flowers are starting to come out,…
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Guide: The useful guide to reaching your retirement goals
You can find below the Useful Guide To Reaching Your Retirement Goals Just click here or on the picture to download…
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4 useful tips to shield your money from record Inheritance Tax takes
Over the course of your life, you’ll have worked hard to ensure that you and your loved ones can enjoy a high…
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How working with a planner can help you make the transition to retirement
Here at Brunel, we spend a lot of our time helping our clients transition from one stage of their life to the…
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Your latest Brunel team update
Welcome to your summer update from Brunel Capital partners. With temperatures soaring in the past few weeks, we hope you’ve been able…
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Guide: The complete guide to buy-to-let
You can find below the complete guide to buy-to-let Just click here or on the picture to download…
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Guide: The parents’ guide to paying for university and student loans
You can find below “The parents’ guide to paying for university and student loans” Just click here or on the picture to download…
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Research shows 7 in 10 over-60s haven’t considered later-life care in their plans – what do you need to know?
As you begin to approach retirement, you may be thinking about the ways your later-life years will affect you financially. This may…
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Navigating the course
2022 has not been a good year at all for investors, unless you are heavily invested in utility companies, oil companies or…
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How we put our Bake Off hats on for the Wells Food Festival
As part of our firm’s ongoing commitment to community- and charity-based projects, we were pleased to support the Wells Food Festival on…
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The five pillars of financial wellbeing – what are they and how do you achieve it?
Let us begin by exploring the term ‘wellbeing’, financial wellbeing being a subset of this much larger topic. Unfortunately, the term has…
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