Overview

  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  

Full Product Details

Author:   Jason Butler ,  Jason Butler
Publisher:   Pearson Education Limited
Imprint:   FT Publishing International
Edition:   2nd edition
Dimensions:   Width: 17.60cm , Height: 15.50cm , Length: 27.50cm
Weight:   0.828kg
ISBN:  

9781292004693

ISBN 10:   129200469
Pages:   544
Publication Date:   13 November 2014
Audience:   General/trade ,  General
Format:   Paperback
Publisher's Status:   Active
Availability:   In Print  
This item will be ordered in for you from one of our suppliers. Upon receipt, we will promptly dispatch it out to you. For in store availability, please contact us.

Table of Contents

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

Reviews

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

"""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"

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

Author Information

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.  

Tab Content 6

Author Website:  

Customer Reviews

Recent Reviews

No review item found!

Add your own review!

Countries Available

All regions