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"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
Inhaltsverzeichnis
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
