FT Guide to Wealth Management: How to Plan, Invest and Protect Your Financial Assets (Financial Times)

"This is a brilliantly lucid guide to the complex world of wealth management. I am confident it will become a classic."

William Kay, Wealth Matters columnist, The Sunday Times

“Well researched and intelligently set out, this guide provides an excellent route map and explains the essential components of financial planning and wealth management from one of the UK’s leading Financial Planners.”

Nick Cann CFP Chief Executive Institute of Financial Planning

“This book is an essential read if you are to have the faintest chance of understanding how your pension, savings and any other assets can be protected and managed. Simple, straightforward [and] jargon-free...what more could anyone who’s struggling with how to manage their money want?"

Robin, Ellison, Former Chairman, The National Association of Pension Funds and visiting professor in pensions law, Cass Business School

The Financial Times Guide to Wealth Management is your definitive introduction to getting the most out of your finances. In this succinct and accessible guide, Jason Butler draws on over 20 years’ experience of advising successful people on how best to manage their wealth in order to bring you the key ingredients of financial success. Whether you want to do it yourself, or get an overview of the basics so you can understand the experts, this book gives you the answers. Discover how to:

• Figure out your personal goals and ‘financial personality’

• Strategically plan so you make good decisions and avoid bad ones

• Navigate the maze of investment options to choose the best ones for your needs

• Avoid the problems of managing personal wealth, including high taxes, low interest rates and barriers to wealth succession

• Understand the role insurance, tax planning, later life planning and pensions can play

The Financial Times Guide to Wealth Management is your definitive guide to preserving and enhancing your wealth and getting the most out of your finances. Whether you want to do it yourself, or get an overview of the basics so you can understand the experts, this book gives you the answers. Up to date with all the latest changes to UK pension, tax and legal rules, it covers everything you need to know in one easy to read guide.

Table of Contents

Acknowledgements

Introduction

Part 1 - Strategic planning

Chapter 1 - Know where you’re going and why

Chapter 2 - Know your financial personality

Chapter 3 - The wealth framework

Chapter 4 – The value of advice

Part 2 - The investment engine

Chapter 5 – Rules of the investing ‘game’

Chapter 6 – The investment building blocks

Chapter 7 – Alternative investments

Chapter 8 - Active or passive?

Chapter 9 - Options for investing

Chapter 10 – Other investment considerations

Part 3 - Other financial planning issues

Chapter 11 – Minimising portfolio taxation

Chapter 12 – General tax planning

Chapter 13 – The role of insurance

Chapter 14 - State and private pensions

Chapter 15 - Managing your pension portfolio

Chapter 16 – Later life planning

Chapter 17 - Wealth succession

Chapter 18 - Using trusts and alternative structures 

Chapter 19 - Philanthropy

Chapter 20 - A life of purpose

Bibliography

Glossary

Index