The Financial Times Guide to Wealth Management How to plan, invest and protect your financial assets

by Butler, Jason

• ISBN13: 9781292004693
• ISBN10: 129200469X
• Edition: 2nd
• Format: Paperback
• Copyright: 2014-11-13
• Publisher: FT Press

Summary

The Financial Times Guide to Wealth Management is your comprehensive guide to achieving financial security and stability by planning, preserving and enhancing your wealth. As well as being fully updated throughout, it includes five new chapters on socially responsible and impact investing; property, land and woodlands; single premium investment bonds; non-trust structures and young people and money.

 

Whether you’re a beginner wanting an introduction to financial planning or an experienced investor looking to pass your wealth on to others, this is the book for you.  Drawing on his 25 years’ experience as a financial adviser to successful families, and written in clear and concise language, Jason Butler will give you both the understanding and confidence you need to make successful financial decisions, enabling you to:

 

- Define your life goals and financial personality so that you can build an effective wealth plan

- Navigate the maze of investment options and choose the best one for your needs

- Understand when and how to get professional help which delivers value

- Clarify the need for and role of insurance, tax structures, pensions and trusts

- Develop a wealth succession plan which matches your values and preferences

Author Biography

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.

 

Table of Contents

What’s new in the second edition

Introduction

 

Part 1 - Strategic planning

1. Know where you’re going and why

2. Know your ‘financial personality’

3. The wealth framework

4. The value of advice

 

Part 2 - The investment engine

5. Rules of the investing ‘game’

6. The investment building blocks

7. Alternative investments

8. Active or passive?

9. Options for investing

10. Other investment considerations

 

Part 3 - Other financial planning issues

11. Minimising portfolio taxation

12. General tax planning

13. The role of insurance

14. State and private pensions

15. Managing your pension portfolio

16. Later life planning

17. Wealth succession

18. Using trusts and alternative structures

19. Philanthropy

20. A life with a purpose

 

Glossary