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

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

Reviews

"Jason Butler is one of the very few financial planners who truly understands the process of managing wealth and I'm pleased that he has shared his wisdom in this book." Matthew Vincent, Personal Finance Editor, Financial Times