Other Stuff

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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Latest Articles

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

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  • SPRING STATEMENT 2018

  • Key points from the Chancellor’s Spring Statement, produced in conjunction with Raymond James.
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  • CLEAR AND TRANSPARENT

  • What will it cost? How managing your portfolio costs are structured.
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  • The residence nil rate band

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

  • Our latest infographic that looks at sustainable investing.
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  • PEOPLE LIKE YOU: CHARLES & CHARLOTTE

  • Knowing when the time is right: A case study about the catalyst that starts a financial planning journey.
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  • WILLS: WHY EVERYONE SHOULD HAVE ONE

  • Find out WHY you should make a will, WHAT to include and HOW to make it legal.
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  • TRUSTEE INVESTMENT & ADMINISTRATION SERVICE

  • A service to help with the logistics and investment portfolio construction and management.
Explore some more wealth extras.

MY WEALTH

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

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  • My plan

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  • My portfolio

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  • My documents

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