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The Financial Times Guide to Wealth Management

The Financial Times Guide to Wealth Management

Autorzy
Wydawnictwo Pearson International Content
Data wydania 27/11/2014
Wydanie Drugie
Forma publikacji eBook: Reflowable eTextbook (ePub)
Język angielski
ISBN 9781292004716
Kategorie Podatki, Pozycje różne
licencja wieczysta
Produkt dostępny on-line
Typ przesyłki: wysyłka kodu na adres e-mail
E-Mail
zamówienie z obowiązkiem zapłaty
Do schowka

Opis książki

  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 The full text downloaded to your computer With eBooks you can: search for key concepts, words and phrases make highlights and notes as you study share your notes with friends eBooks are downloaded to your computer and accessible either offline through the Bookshelf (available as a free download), available online and also via the iPad and Android apps. Upon purchase, you'll gain instant access to this eBook. Time limit The eBooks products do not have an expiry date. You will continue to access your digital ebook products whilst you have your Bookshelf installed.

The Financial Times Guide to Wealth Management

Spis treści


  • Cover

  • Title page

  • Contents

  • About the author

  • 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 and land

  • 10 Active or passive?

  • 11 Options for investing

  • 12 Other investment considerations

  • 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

  • What did you think of this book?

  • Useful websites and further reading

  • Index

  • Endorsements

  • Imprint

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