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Book Description

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

Table of Contents

  1. Cover
  2. Title page
  3. Contents
  4. About the author
  5. Acknowledgements
  6. Publisher’s acknowledgements
  7. Introduction
  8. PART 1 WEALTH PLANNING
    1. 1 Know where you are going and why
    2. 2 Financial personality and behaviour
    3. 3 The power of a plan
    4. 4 The role of guidance and advice
  9. PART 2 WEALTH PRESERVATION
    1. 5 Investment principles
    2. 6 The investment building blocks
    3. 7 Socially responsible and impact investing
    4. 8 Alternative investments
    5. 9 Property and land
    6. 10 Active or passive?
    7. 11 Options for investing
    8. 12 Other investment considerations
    9. 13 The role of insurance
  10. PART 3 WEALTH ENHANCEMENT
    1. 14 General tax planning
    2. 15 Single-premium investment bonds
    3. 16 Minimising portfolio taxation
    4. 17 State and private pensions
    5. 18 Managing your pension portfolio
  11. PART 4 WEALTH TRANSFER AND SUCCESSION
    1. 19 Later life planning
    2. 20 Wealth succession
    3. 21 Using trusts
    4. 22 Non-trust structures
    5. 23 Young people and money
    6. 24 Philanthropy
    7. 25 No regrets
  12. What did you think of this book?
  13. Useful websites and further reading
  14. Index
  15. Endorsements
  16. Imprint
18.191.157.186