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 behaviour3   The power of a plan4   The role of guidance and advice  PART 2  Wealth preservation5   Investment principles6   The investment building blocks7   Socially responsible and impact investing8   Alternative investments 9   Property, land and woodland10    Active or passive? 11    Options for investing 12    Other investment consideration13    The role of insurance  PART 3 Wealth enhancement14    General tax planning 15    Single premium investment bonds16.   Minimising portfolio taxation 17    State and private pensions18    Managing your pension portfolio  PART 4 Wealth transfer and succession19    Later life planning 20    Wealth succession 21   Using trusts22    Non-trust structures23    Young people and money 24    Philanthropy 25    No regrets  Useful websites and further reading  Index

"Few books have its clarity and none its scope. It simplifies complex issues and shows you not only how to make your money work for you and your family but also how to enjoy it.’'David Kilshaw, Private Client Partner, Ernst & Young LLP  “A brilliant book, written in an accessible manner to help you understand the importance of life goals and values in the wealth management process. It is the best book I have ever come across on wealth management.”Dr Lien Luu, Senior Lecturer in Financial Services, Northampton Business School & Certified & Chartered Financial Planner  “Many people’s lives would be significantly enhanced by having a great relationship with a financial adviser. Jason’s impeccably researched guide is an insight into how the best financial advisers do business and could help you re-evaluate your relationship with your money.”David Jones, Head of Financial Adviser Services EMEA, Dimensional Fund Advisors  “This book, from one of the UK’s leading Financial Planners, provides the essential knowledge that investors need to help them think about and plan for their financial future”Steve Gazzard CFPCM, Chief Executive, Institute of Financial Planning  “A practical, easy-to-read guide that provides a framework to help us all achieve our financial goals. This book is essential reading for investors.”  Cynthia Poole, Director, Raymond James Investment Services