Financial Times Guide to Wealth Management, The

Jason Butler is the founder and senior partner of the award winning Bloomsbury Financial Planning - a referral-only wealth management company. His recent awards include Money Management Financial Planner of the Year and Money Management Estate Planner of the Year. He is a regular writer for the Financial Times, The Schmidt Report and The Chief Executive, and often speaks at events.  

Acknowledgements

Publisher’s acknowledgements

 

Introduction

 

PART 1  Wealth planning

1   Know where you are going and why

2.    Financial personality and behaviour

3   The power of a plan

4   The role of guidance and advice

 

PART 2  Wealth preservation

5   Investment principles

6   The investment building blocks

7   Socially responsible and impact investing

8   Alternative investments

9   Property, land and woodland

10    Active or passive?

11    Options for investing

12    Other investment consideration

13    The role of insurance

 

PART 3 Wealth enhancement

14    General tax planning

15    Single premium investment bonds

16.   Minimising portfolio taxation

17    State and private pensions

18    Managing your pension portfolio

 

PART 4 Wealth transfer and succession

19    Later life planning

20    Wealth succession

21   Using trusts

22    Non-trust structures

23    Young people and money

24    Philanthropy

25    No regrets

 

Useful websites and further reading

 

Index