Wealth Extras

Years of experience have led us to focus on the characteristics and common issues of the type of client with whom we work best and where we provide the most value… Click here to download and learn more.

How do we bring value to our clients?   Click here for a downloadable PDF.

If you are not as confident as you would like to be about making important financial decisions and if getting things wrong would have a big impact on your lifestyle, you may wish to consider engaging the services of a professional financial adviser.

CLICK HERE to receive a free pdf of this article.

Human capital, financial capital and how they can work together to aid your retirement.

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Trusts can be a very effective means of making provision for vulnerable people who are unable to effectively manage their own affairs.

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qode interactive strata

Top tip: don’t look at the value of your portfolio too often. A reminder that both highs and lows are a fact allows us to overcome some of the concern that we may feel from time to time. Click here to view a pdf of this article.

It has long been the practice of HMRC that a transfer of pension benefits by an individual who is in serious ill health and who subsequently dies within two years of the transfer can give rise to an IHT charge in respect of the value of benefits transferred. There is now a legal case set to challenge this interpretation. DOWNLOAD HERE

© 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.