Call us on 01622 690691

Wealth Management

Brachers Wealth Management provides comprehensive financial advice to private and corporate clients. We advise on all aspects of financial planning including personal wealth management, retirement, pensions and long term care.

Combining financial and legal specialists enables us to give you a comprehensive service that help you manage your finances and plan for the future working with trusted and qualified advisers.

Our team of qualified independent financial advisers and solicitors start by establishing a thorough understanding of your present circumstances and future aspirations and then build long term plans to help you achieve your goals. We offer an initial free meeting so you can discuss your requirements with us.

We also advise companies on corporate pensions schemes and employee benefits such as life assurance, medical insurance, salary continuation cover, key person/shareholder insurance and critical illness cover.

Other areas of expertise include advice on mortgages, investments and non-investment protection plans such as term assurance, income protection and critical illness cover.

BWM Ltd it an appointed representative of Kreston Reeves Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority in England and Wales. Company number OC389234

News & Events
16/06/17

Brachers appoints partner to Contentious Trusts & Estates team

Deborah Cain joins the firm’s growing private client practice. Read more

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Meet the Team

Terry Burgum | Financial Adviser

T: 01622 690691 | Email Terry

Christopher Eriksson-Lee | Partner

T: 01622 776465 | Email Christopher

Simon Palmer | Consultant

T: 01622 776415 | Email Simon

 

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Recent Experience, Expertise & Articles
15/01/18

Is there a threat to agricultural and business reliefs?

HMRC published a paper last year (2017) about Inheritance Tax reliefs and exemptions which affect estate planning matters, particularly related to agricultural and business assets. For many, Agricultural Property Relief and Business Relief help with succession planning to ensure assets pass down the generations with little IHT being payable. Read more

22/12/17

Gifting tax efficiently this Christmas

Christmas is a time for giving and many will give money or other assets away at this time of year but will your gifting be Inheritance Tax (IHT) efficient this Christmas? Read more

27/03/17

Increase the amount that can pass to your family free of inheritance tax

A recent report revealed that the amount of Inheritance Tax (IHT) paid by British families has risen by more than 90% since 2010. Christopher Eriksson-Lee, Partner in Private Client explores the tax savings possible with careful planning. Read more

08/03/17

Spring Budget 2017

A summary of the key points in the Spring Budget 2017. Read more

29/11/16

Holistic financial planning approach

Brachers Wealth Management recently advised Margaret on her inheritance of a large capital sum from her late father’s estate. Read more

27/09/16

Implications of the main residence nil-rate band on property sales currently exceeding IHT allowance

With over a quarter of property sales this year in excess of the current inheritance tax allowance, what does the introduction of the main residence nil-rate band (MRNRB) mean? Read more

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Key Contact

Terry Burgum

Financial Adviser

T: 01622 690691

Email Terry

Awards
Related services

Tax Planning

Trusts

Wills

Probate & Estate Administration