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Find out what’s happening in the world of financial planning with regular, thought-provoking, informative updates to inspire and help you to make choices that will add value to your life or simply lead you to discover what financial planning can do for you.

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  • THE FINANCIAL BODYGUARD

    A new blog or two every week – read them here or sign up and receive a weekly update delivered to your Inbox.

  • ARTICLES

    A longer read and new content every month on a range of investment and planning topics.

  • OUR WEALTH GUIDES

    Our series of wealth guides are available for free download to subscribers. Please sign up to enable access and verify your email address.

  • WEALTH EXTRAS

    A full range of useful publications, videos and podcasts to increase your understanding of how financial planning can help you and your family.

  • USEFUL LINKS

    Links to external locations for more information about wealth management, investment, planning and management techniques.

Latest Articles

Regular updates and a longer read on a range of investment and planning topics.

Bloomsbury Wealth budget newsletter 2021 Cover

  • SPRING STATEMENT 2021

  • Key points from the Chancellor’s Spring Statement, produced in conjunction with Raymond James.
Clear and transparent portfolio cost

  • CLEAR AND TRANSPARENT

  • What will it cost? How managing your portfolio costs are structured.
Article front cover

  • The residence nil rate band

  • The rules are complex but opportunities to reduce tax do exist (under the right circumstances)
Tapered annual allowance

  • The tapered annual allowance:

  • Confused about what the tapered annual allowance means for you? Let us clear it up for you.
We have more articles for you to explore

WEALTH GUIDES

PDF format downloads are available by clicking on the images below.

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  • Family Investment Companies

  • How a corporate structure can be used to manage family wealth efficiently.
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  • Financial Planning

  • An insight into what financial planning is and how it can help to dramatically improve relationships with money.
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  • INVESTING

  • Developed for those who are seeking a deeper level of understanding of how investing and financial planning works.
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  • Pensions

  • 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.
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  • ESTATE PLANNING

  • The Bloomsbury Wealth Guide to Estate Planning is designed to help provide clarity when considering the options available to protect family wealth for future generations.
GUIDE TO PREPARING YOUR HEIRS

  • Preparing your heirs

  • The Bloomsbury Wealth Guide to Preparing Your Heirs is a guide to help you with the transfer of wealth to the next generation.
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  • Protection

  • The Bloomsbury Wealth Guide to Protection is a new offering covering the options available to protect financial security for individuals and their families resulting from serious ill health or death.

Wealth Extras

We have created a range of helpful information to provide fuller understanding of how financial planning can help you to achieve your life goals and peace of mind.
See the full range of publications, videos and podcasts.

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  • PEOPLE LIKE YOU: GEORGE & CHARLOTTE

  • Knowing when the time is right: A case study about the catalyst that starts a financial planning journey.
Wills sized

  • WILLS: WHY EVERYONE SHOULD HAVE ONE

  • Find out WHY you should make a will, WHAT to include and HOW to make it legal.
Trustee and admin service sized

  • TRUSTEE INVESTMENT & ADMINISTRATION SERVICE

  • A service to help with the logistics and investment portfolio construction and management.
People-like-you-case-study-2-David-and-Penny_Page_1

  • PEOPLE LIKE YOU: DAVID & PENNY

  • Life doesn’t always go according to plan. Planning for the unexpected.

Wealth Infographics

Here you can find our latest range of helpful infographics.

Lasting Power of Attorney Infographic

  • LASTING POWER OF ATTORNEY

  • The latest Bloomsbury Wealth infographic.
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  • ESTATE PLANNING THE BASICS

  • An infographic about estate planning.
infographic6 LISA

  • LIFETIME ISA VS PENSIONS

  • This infographic will compare and contrast the characteristics of LISAs and pension plans.
Pensions Infographic

  • PENSION BENEFITS

  • This infographic looks at defined contribution pension benefits.
Lifetime Allowance Infographic BW 071019

  • LIFETIME ALLOWANCE

  • This infographic looks at lifetime allowances and protections.
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  • ANNUAL ALLOWANCE

  • This infographic examines annual allowances.
Bloomsbury Wealth Image

  • MANAGING WEALTH

  • This infographic looks at managing wealth.
Explore some more wealth extras.

MY WEALTH

Access your Wealth Plan, Bloomsbury Wealth Portfolio and Document Vault.

Myplan

  • My plan

  • Click image above to login.
Myportfolio

  • My portfolio

  • Click image above to login.
Myportfolio

  • My documents

  • Click image above to login.

Useful Links & Tools

Listen to podcasts, view videos, visit third party websites, get reading recommendations and much more. We have sourced a veritable and constantly expanding toolkit of information and links for you to explore and discover more about wealth management, investment, planning and management techniques.

bookdontfallforit

  • ‘What I’ve been reading’

    • Carolyn Gowen shares her views on books she thinks are worth a read.

Tim-hale

  • Get smarter about your investing

    • Does what it says in the title:

  • A great overview on managing wealth

    • The Financial Times Guide to Wealth Management

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  • Finametrica

    • We take our clients through online psychometric risk testing as part of our onboarding process using FinaMetrica risk tolerance profiling. Click the above image if you want to find out more:

Myplan

  • Planning Tool

    • A worthwhile financial plan should be based on clear, quantified and time-bound goals and reasonable planning assumptions. We chose Voyant because it’s robust and easy to use. Sign up to download and try it out.

Dimensional

  • Find out more about the investment philosophy we pursue

    • A podcast with David Booth, co-CEO of Dimensional Fund Advisers.

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  • Become a better manager

    • Manager Tools is an invaluable resource for managers and business-owners alike, used to great effect at Bloomsbury. There are some very helpful podcasts covering a huge range of management topics with easy access to download from iTunes.

effectivemanager

  • The Effective Manager

    • Whilst the Manager Tools website is a massive resource which will give you access to over 10 years of management related podcasts, you can discover the basics in Manager Tools’ co-founder Mark Horstman’s book ‘The Effective Manager’.

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