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

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

09/01/2026

🏡 How would you protect your home if your income stopped?

Your home is one of your most important assets. It provides security for you and your family, yet many homeowners have never fully considered how they would keep up with mortgage repayments if their income suddenly stopped.

Recent research shows that 46% of mortgage holders would struggle to meet repayments for six months after losing their income. Illness, injury or unexpected life events can happen to anyone, often when it is least expected.

Taking time to understand your options can help strengthen your financial resilience. This may include building an emergency fund, reviewing your employer benefits, considering financial protection such as income protection or critical illness cover, or ensuring life insurance is in place if you have dependants.

👨‍👩‍👧‍👦 Protect your family
📊 Strengthen your financial resilience
🏠 Safeguard your home

👉 Visit our website to learn more and read our guide about protecting your home and income.
🔗 https://loom.ly/qDQlIGM

Your home may be repossessed if you do not keep up repayments on a mortgage or other loans secured on it.

Please note that any links may direct you to third-party websites and Brunel Wealth is not responsible for the accuracy of information contained within linked sites.

This content is for general information only and does not constitute financial advice. Financial protection plans and life insurance are subject to terms, conditions and exclusions. Approved by Best Practice IFA Group Limited on 09/12/2025.

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.

26/12/2025

Planning your retirement can feel daunting, but knowing how much guaranteed income you’ll receive can give you the confidence to enjoy it to the fullest. 🎯

According to a September 2025 Financial Planning Today article, 39% of people say a guaranteed income is their top priority in retirement. There are several ways to secure reliable income:

• State Pension – A steady base income, increasing each year under the triple lock 💷
• Defined Benefit Pension – Often generous, linked to salary and years of contribution, sometimes providing for a spouse or partner 👥
• Annuity – Converts your pension pot into a guaranteed income for life, with options for inflation protection or joint coverage 🏦

A blended approach can work too,combining guaranteed income for essentials with flexible withdrawals for lifestyle goals. Our financial planners at Brunel Wealth can help you create a retirement plan tailored to your circumstances and priorities.

📖 Read the full guide here: https://loom.ly/efY28wQ

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.

This blog is for general information only and is not financial advice. Pensions are long-term investments, usually accessible from age 55 (57 from April 2028), and their value can go down as well as up. Past performance does not guarantee future results. Tax rules on withdrawals depend on individual circumstances and may change.

Approved by Best Practice IFA Group Limited on 21/11/2025

13/12/2025

🎄 The festive season is a time for reflection, and it’s also a good opportunity to think about your estate plan.

An estate plan isn’t just about passing on assets when you pass away, it can also help guide your loved ones if you lose mental capacity and provide clarity around inheritance and tax matters. While these conversations can be challenging, discussing your wishes now could reduce future stress and potential disputes.

Here are three important topics to consider with your family:
• How your assets will be distributed when you pass away 🏠💰
• Your Inheritance Tax position and any planning steps taken 💷
• Your wishes if you lose mental capacity, including Power of Attorney decisions 🖊️

At Brunel Wealth, we can support you in having these conversations and provide guidance so your estate plan works effectively for both you and your loved ones.

📖 Read our full guide here: https://loom.ly/Or7UfQg
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 21/11/2025

05/12/2025

🏠 Passing on Your Property and Inheritance Tax Considerations

Your home is likely one of your largest assets, with the average UK property valued at nearly £300,000 in August 2025 (Halifax House Price Index). But how can you pass it on to your children while minimising an Inheritance Tax (IHT) bill?

Key considerations when gifting property:

🔹 HMRC may not recognise gifts if you retain an interest in the property.
🔹 Options include leaving your home permanently or remaining there while paying market rent.
🔹 Gifting property is irreversible, and your child could make decisions about the property, including selling it.
🔹 Transferring equity can be an alternative, allowing you to remain on the legal title while giving your child partial ownership.
🔹 Gifting property or equity can help reduce IHT, but there are risks and tax implications to consider. Professional financial and legal advice is essential.

✨ Click the link below to read our full guide and learn how to make your property part of your estate plan safely.
🔗 https://loom.ly/BNrxvLQ

Please note: This blog is for general information only and does not constitute financial advice, which should be based on your individual circumstances. The information is aimed at retail clients only.

The Financial Conduct Authority does not regulate estate planning or inheritance tax planning.

Approved by Best Practice IFA Group Limited on 21/11/2025

28/11/2025

💰 Planning for a Secure Retirement

Having a stable income in retirement could give you the independence to enjoy a meaningful and fulfilling life after work. In fact, a July 2023 survey by Legal & General found that 94% of UK adults said financial security was their most important retirement dream.

Your State Pension, along with other savings and investments, can provide the stability you need to support the retirement lifestyle you want. However, many UK adults aren’t clear on how the State Pension works.

Our guide explains the essential things you need to know about the State Pension, from when and how you can claim it, to how the income it provides can grow throughout your retirement.

📥 Download your copy by visiting our website here: https://loom.ly/54KlfWE

If you have questions about your entitlement and how it could supplement your other retirement income, get in touch.

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

Please note: This guide is for general information only and does not constitute advice. It is aimed at retail clients.

21/11/2025

A new mortgage can change your financial commitments, so reviewing your protection is more important than ever. Financial protection can provide a vital safety net if you face unexpected events like illness, accident, or even death.

Here are the main types you might consider:
1️⃣ Income Protection - Replaces part of your salary if you can’t work due to illness or accident.
2️⃣ Critical Illness Cover - Pays a lump sum if you’re diagnosed with a serious illness.
3️⃣ Life Insurance - Provides a lump sum to your loved ones if you pass away, helping cover your mortgage and other commitments.

Planning now ensures your loved ones are protected and gives you peace of mind. You can discover more by reading our latest guide here 👉 https://loom.ly/asigjdE

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.

24/10/2025

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.

17/10/2025

❄️ Your Winter Escape Starts with Smart Financial Planning ⛷️💡

It’s not too late to plan a 2025 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.

03/10/2025

Planning for a Longer Life: Wellbeing and Financial Strategies

Life expectancy is increasing, which is fantastic news, but it also brings new challenges for both your health and your finances. Living longer means making intentional choices about your wellbeing, from diet and exercise to mental health and lifestyle.

It also means your financial resources need to stretch further. Planning ahead is key to enjoying later life without stress. Our guide covers:
✔ Tips for maintaining physical and mental wellbeing
✔ How increased longevity could impact your retirement plans
✔ Strategies for care planning and estate planning

Click the link below to download your free copy of “Planning for a Longer Life: Wellbeing Tips and Financial Management Strategies”

🌐 https://loom.ly/f-Of1hY

📩 Want personalised advice on planning for a longer life? Get in touch with our team. We are here to help.

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

Please note: This guide is for general information only and is not personal advice. Full disclaimer applies.

26/09/2025

Inheritance tax: An essential aspect of estate planning! 💰📜

When it comes to securing your family's financial future, understanding inheritance tax is crucial. Inheritance tax is a financial consideration that affects the assets you leave behind for your loved ones. To ensure a smooth transition of wealth and minimise potential tax burdens, it's vital to plan ahead.

Click the link below to find out more about IHT and how Brunel Wealth can support you 👇

🌐 https://loom.ly/pAkOe4Q
☎️ 0117 325 2224
📱

19/09/2025

Are you ready to craft a roadmap for your financial triumph? 🤔💰

By working with Brunel Wealth, we can show you how to maximise your achievements beyond the boardroom. Let us show you the transformative power of financial planning to secure your personal financial success!

Find out more about how we can help you to achieve this by clicking the link below and arranging an appointment with one of our expert colleagues👇

🌐 https://loom.ly/UqfR2aA

12/09/2025

Investing in your financial well-being is investing in your mental health! 💰🧠 At Brunel Wealth, we believe that good financial planning isn't just about numbers; it's about peace of mind. Here's how:

1. Reduced Stress: A solid financial plan helps alleviate worries about money, allowing you to focus on what truly matters in life.

2. Empowerment: Knowing you have a plan in place gives you a sense of control over your future, boosting confidence and reducing anxiety.

3. Goal Clarity: Setting and working towards financial goals provides a sense of purpose and direction, leading to greater satisfaction and fulfilment.

4. Emergency Preparedness: Financial planning ensures you're prepared for unexpected expenses or downturns, reducing panic during crises.

5. Improved Relationships: Financial stability fosters healthier relationships, as money issues are a leading cause of stress in partnerships.

Invest in your mental well-being today with Brunel Wealth's expert financial planning services. Let's build a brighter, stress-free future together! 💼💡👇

🌐 www.brunelwealth.co.uk
📩 [email protected]
☎️ 0117 325 2224

Brunel Wealth

09/01/2026

26/12/2025

13/12/2025

05/12/2025

28/11/2025

21/11/2025

24/10/2025

17/10/2025

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26/09/2025

19/09/2025

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Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm