Video: How we manage investments

If you’re a current Brunel client then you’ll probably have seen our investment presentation when you joined us.

The presentation is very important to us, as it explains why we’re different to other wealth management firms and how your financial plan – where you want to be in life – is central to everything that we do for you. Everything flows from this plan and the presentation explains exactly how our values and experience shape your portfolio and help you along the road to achieving the end goal of your plan.

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New Intestacy rules are no substitute for a properly drafted Will

The intestacy rules – that is, the rules for distributing estates where the deceased has not made a Will – changed from the 1st October for the first time since 1925.

The Inheritance and Trustees’ Powers Act 2014 came into effect in England and Wales. The legislation introduces a number of important changes, based on the recommendations of the Law Commission, to a multitude of issues that affect Will drafting and the administration of estates.

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A refresh for the Brunel website!

Eagle-eyed visitors may have noticed that the Brunel website benefitted from a bit of a refresh earlier in the month. Whilst still the same great site, we’ve made some tweaks that we hope will help to make the site more user friendly, getting you to the good stuff more quickly and easily.

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Market comment – a personal view of Brian Tora

It is remarkable what a difference a couple of weeks can make. It was not so very long ago that it looked as though our benchmark FTSE 100 Share Index had a chance to break through into new high ground not seen since the end of the old millennium. October saw a number of negative weeks for UK shares, bringing the Footsie to its lowest level for a year. Investors must be wondering what precisely has been going on and how sentiment can change so rapidly.

Market comment 14th October 2014

Brunel Capital Partners is a sister company of Pilgrim Financial Planning