Financial Times Guide to Wealth Management, The
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Financial Times Guide to Wealth Management, The: How to plan, invest and protect your financial assets(Financial Times Series)

Financial Times Guide to Wealth Management, The: How to plan, invest and protect your financial assets(Financial Times Series)

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About the Book

The Financial Times Guide to Wealth Management is your comprehensive guide to achieving financial security and stability by planning, preserving and enhancing your wealth. As well as being fully updated throughout, it includes five new chapters on socially responsible and impact investing; property, land and woodlands; single premium investment bonds; non-trust structures and young people and money.   Whether you’re a beginner wanting an introduction to financial planning or an experienced investor looking to pass your wealth on to others, this is the book for you.  Drawing on his 25 years’ experience as a financial adviser to successful families, and written in clear and concise language, Jason Butler will give you both the understanding and confidence you need to make successful financial decisions, enabling you to:   - Define your life goals and financial personality so that you can build an effective wealth plan - Navigate the maze of investment options and choose the best one for your needs - Understand when and how to get professional help which delivers value - Clarify the need for and role of insurance, tax structures, pensions and trusts - Develop a wealth succession plan which matches your values and preferences

Table of Contents:
Acknowledgements Publisher’s acknowledgements   Introduction   PART 1  Wealth planning 1   Know where you are going and why 2.    Financial personality and behaviour 3   The power of a plan 4   The role of guidance and advice   PART 2  Wealth preservation 5   Investment principles 6   The investment building blocks 7   Socially responsible and impact investing 8   Alternative investments 9   Property, land and woodland 10    Active or passive? 11    Options for investing 12    Other investment consideration 13    The role of insurance   PART 3 Wealth enhancement 14    General tax planning 15    Single premium investment bonds 16.   Minimising portfolio taxation 17    State and private pensions 18    Managing your pension portfolio   PART 4 Wealth transfer and succession 19    Later life planning 20    Wealth succession 21   Using trusts 22    Non-trust structures 23    Young people and money 24    Philanthropy 25    No regrets   Useful websites and further reading   Index  


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Product Details
  • ISBN-13: 9781292004693
  • Publisher: Pearson Education Limited
  • Publisher Imprint: FT Publishing International
  • Height: 275 mm
  • No of Pages: 544
  • Series Title: The FT Guides
  • Spine Width: 155 mm
  • Weight: 828 gr
  • ISBN-10: 129200469X
  • Publisher Date: 13 Nov 2014
  • Binding: Paperback
  • Language: English
  • Returnable: N
  • Series Title: The FT Guides
  • Sub Title: How to plan, invest and protect your financial assets
  • Width: 176 mm


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Financial Times Guide to Wealth Management, The: How to plan, invest and protect your financial assets(Financial Times Series)
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Financial Times Guide to Wealth Management, The: How to plan, invest and protect your financial assets(Financial Times Series)
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