LATEST ARTICLES

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

AUTUMN STATEMENT ANALYSIS 2023

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

BUDGET NEWSLETTER 2023

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

CLEAR AND TRANSPARENT

What will it cost? How managing your portfolio costs are structured.

2024, LOOKING BACKWARDS AND FORWARDS

Over the longer term, investors expect a positive after inflation return from investing.

We have more articles for you to explore

WEALTH GUIDES

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

MORE SUSTAINABLE INVESTING

The Bloomsbury Wealth Guide to our approach to more sustainable investing.

FAMILY INVESTMENT COMPANIES

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

FINANCIAL PLANNING

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

INVESTING

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

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.

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.

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.

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.

BRIEFING NOTE – TRUST REGISTRATION SERVICE

This briefing note is designed to provide information and guidance to trustees in respect of the new trust registration service (TRS).

THE RESIDENCE NIL RATE BAND

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

TRUSTEE INVESTMENT & ADMINISTRATION SERVICE

A service to help with the logistics and investment portfolio construction and management.

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.

WILLS : WHY EVERYONE SHOULD HAVE ONE?

The latest Bloomsbury Wealth infographic..

Lasting Power of Attorney Infographic

LASTING POWER OF ATTORNEY

Why is a lasting power of attorney useful?

ESTATE PLANNING THE BASICS

An infographic about estate planning.

LIFETIME ISA VS PENSIONS

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

PENSION BENEFITS

This infographic looks at defined contribution pension benefits.

LIFETIME ALLOWANCE

This infographic looks at lifetime allowances and protections.

ANNUAL ALLOWANCE

This infographic examines annual allowances.

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.

MY PORTFOLIO

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MY DOCUMENTS

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