Chapter 1: Introduction to Wealth Management    Advantages of wealth management    Why do you need wealth management?    Choosing a wealth manager    Checklist of questions to ask a wealth manager

Chapter 2: Who are the Wealth Managers and what do they do?    Financial advisers           Paying financial advisers           Qualifications    Financial planners    Retail banks    Private banks    Lawyers and accountants    Family offices    Discretionary asset managers and stockbrokers    Alternative Investments for Private Clients in Europe 2005

Chapter 3: The financial planning process    The planning process           Establishing a relationship with the wealth manager           Take charge           Set measurable financial goals           Gathering client data           Produce a lifetime cash flow forecast           Produce a financial plan           Developing financial planning recommendations           Risk tolerance           Evaluate the effect of your financial decisions           Monitoring the financial plan

Chapter 4: Offshore Planning    Concept of domicile and residence    Changing residence and domicile    Trusts    Banking    Investments    Insurance    Overseas property    Regulation and compensation    Offshore jurisdictions

Chapter 5: Types of asset management    Discretionary, advisory and execution only services    Collective investments    Multi-managers    Open architecture and sub-advisory funds    Separately managed accounts    Wrap accounts    Private unit trusts

Chapter 6: Asset Classes and their attributes    Traditional investments           Equities           Equities (cont'd)           Fixed interest (bonds)           Cash    Alternative Investments           Commercial property           Hedge funds           Hedge funds (cont'd)           Private equity           Commodities

Chapter 7: Asset Allocation – bringing it all together    Objectives and risk profile    Correlation and diversification    Correlation & diversification (cont'd)    Correlation & diversification (cont'd)    Attributes    Economic outlook and current valuations    Managing asset allocation

Chapter 8: Tax efficient overlays    ISAs    National Savings    Friendly societies    Pensions    Pensions (cont'd)    Equity release    Venture capital trusts    Enterprise Investment Schemes    AIM investments and business property relief    Agricultural property relief    Trusts and IHT planning    Life insurance policies    Offshore investments    Alternative investments    Rent a room relief

Chapter 9: Performance measurement and monitoring    Investment objectives    Frequency of reviews    Review process    Investment performance    Investment performance (cont'd)    Investment performance (cont'd)    Changing managers    Changing managers (cont'd)

Chapter 10: Inheritance & Succession planning    Inheritance tax planning    Wills    Trusts    Agricultural property relief    AIM investments and business property relief    Pensions    Loans    Life insurance    Equity release    Non-domiciled individuals    Succession planning           Divorce           Companies

Chapter 11: Making a complaint    Financial Ombudsman Service    Going to court    If the wealth manager is no longer in business or cannot pay compensation    Practical problems    Making a complaint about a lawyer    Preventing problems    Useful contacts

Chapter 12: Seven case studies    Case Study One - Cavendish Financial Management    Case Study Two - Thinc Destini Wealth Management    Case Study Three - Smith & Williamson    Case Study Four - Royal Bank of Canada    Case Study Five - Allenbridge Investment    Case Study Six - Speechly Bircham LLP    Case Study Seven - Investment Research Partnership

Chapter 13: Conclusion