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
Regular insightful blogs – read them here or sign up and receive a monthly update delivered to your Inbox.
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ARTICLES
A longer read and new content every month on a range of investment and planning topics.
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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.
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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.
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USEFUL LINKS
Links to external locations for more information about wealth management, investment, planning and management techniques.
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Latest Articles
Regular updates and a longer read on a range of investment and planning topics.
SPRING STATEMENT 2022
- Key points from the Chancellor’s Spring Statement, produced by Raymond James.
OCTOBER STATEMENT 2021
- Key points from the Chancellor’s October Statement, produced by Raymond James.
CLEAR AND TRANSPARENT
- What will it cost? How managing your portfolio costs are structured.
The residence nil rate band
- The rules are complex but opportunities to reduce tax do exist (under the right circumstances)
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
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This briefing note is designed to provide information and guidance to trustees in respect of the new trust registration service (TRS).
WILLS: WHY EVERYONE SHOULD HAVE ONE
- Find out WHY you should make a will, WHAT to include and HOW to make it legal.
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
- 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
- Click image above to login.
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.
Invest Your Way to Financial Freedom
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- A simple guide to everything you need to know
Get smarter about your investing
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- Does what it says in the title:
A great overview on managing wealth
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- The Financial Times Guide to Wealth Management
Finametrica
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- 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:
Find out more about the investment philosophy we pursue
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- A podcast with David Booth, co-CEO of Dimensional Fund Advisers.
Become a better manager
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- 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.
The Effective Manager
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- 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’.