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  • Briefing Note: 2025, Looking backwards and forwards

    Briefing Note: 2025, Looking backwards and forwards

    24th January 2025

    From an investing perspective, as ever, we remain hopeful for the best in 2025 but remain prepared for the worst.

  • BUDGET NEWSLETTER 2024

    BUDGET NEWSLETTER 2024

    28th March 2024

    Key points from the Chancellor’s Spring Statement 2024, produced by Raymond James…

  • Briefing Note: 2024, Looking backwards and forwards

    Briefing Note: 2024, Looking backwards and forwards

    29th January 2024

    Over the longer term, investors expect a positive after inflation return from investing in company shares and from lending money to governments and companies by owning bonds…

  • Wills: Why everyone should have one

    Wills: Why everyone should have one

    10th January 2024

    Find out WHY you should make a will, WHAT to include and HOW to make it legal…

  • Pensions: 2023, The Bloomsbury Wealth guide to pensions

    Pensions: 2023, The Bloomsbury Wealth guide to pensions

    24th October 2023

    Insights into protecting pension benefits against annual and lifetime allowance tax charges following pension ‘simplification’ and suggests possibilities to minimise or escape the associated tax charges.

  • BUDGET NEWSLETTER 2023

    BUDGET NEWSLETTER 2023

    13th March 2023

    Key points from the Chancellor’s Spring Statement 2023, produced by Raymond James…

  • November Statement 2022

    November Statement 2022

    2nd November 2022

    Key points from the Chancellor’s November Statement, produced by Raymond James.

  • Financial guide for the self-employed and small businesses

    Financial guide for the self-employed and small businesses

    5th May 2020

    Running a small business is likely very stressful right now. All of the points in this business…

  • Financial planning in uncertain times

    Financial planning in uncertain times

    30th April 2020

    This guide aims to help you think about your finances by highlighting the important factors…

  • Case study 3 – People like you: George and Charlotte, knowing when the time is right – download here

    Case study 3 – People like you: George and Charlotte, knowing when the time is right – download here

    23rd July 2018

    The term minimalism is also used to describe a trend in design and architecture where in the subject is reduced to its necessary elements. Minimalist design has been highly influenced by Japanese traditional design and architecture. In addition, the work of De Stijl artists is a major source of reference for this kind of work.

  • Follow these 10 steps to give yourself the best chance of a successful investment experience.

    Follow these 10 steps to give yourself the best chance of a successful investment experience.

    27th May 2018

    “The most important thing about an investment philosophy is that you have one you can stick with. ” (David Booth, Chairman Dimensional Fund Advisors).

  • Focus on mutual expectations

    Focus on mutual expectations

    30th November 2017

    Working together – it always helps to know what to expect and achieve great outcomes.

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Bloomsbury Wealth
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London EC2A 4BT,
United Kingdom
truewealth@bloomsburywealth.co.uk
Phone: +44  (0)20 4502 4560

LATEST ARTICLES

BUDGET NEWSLETTER 2025
CLEAR AND TRANSPARENT
THE RESIDENCE NIL RATE BAND
THE TAPERED ANNUAL ALLOWANCE:

WEALTH GUIDES

Guide to Estate Planning
Guide to Investing
Guide to Financial Planning
Guide to Protection
Guide to Pensions
Guide to Preparing Your Heirs
Raymond James

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© 2026 Raymond James Wealth Management Limited. Bloomsbury and Bloomsbury Wealth are trade names of Raymond James Wealth Management Limited (Raymond James). Raymond James Wealth Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange, registered in England and Wales No. 1903304. Registered office: Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY.

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The value of investments, and the income derived from them, can fall as well as rise. You may get back less than invested. Past performance is not a reliable guide to future returns.
The value of investments, and the income derived from them, can fall as well as rise. You may get back less than invested. Past performance is not a reliable guide to future returns.