Wider share-ownership, greater freedom of pension choice, an ever-increasing range of investment opportunities and the many options available inloans and mortgages have resulted in an increase in the number of people seeking advice on financial matters. This coupled with the regulations laid down by the Financial Services Act to provide "best advice" makes it important that financial advisers give practical and reliable information. This handbook aims to be a guide to all aspects of personal financal planning, providing the information and explanation necessary for making sound financial decisions. The volume covers aspects of personal finance from unit trusts to life assurance and house purchase to social security and discusses tax and its effect on all areas of personal finance. The book is intended for use by solicitors, accountants, financial intermediaries and personal investors and information is kept up-to-date by regular updating releases.
Sprache
Verlagsort
Verlagsgruppe
Zielgruppe
Illustrationen
Maße
Höhe: 242 mm
Breite: 168 mm
Gewicht
ISBN-13
978-0-903393-52-2 (9780903393522)
Copyright in bibliographic data is held by Nielsen Book Services Limited or its licensors: all rights reserved.
Schweitzer Klassifikation
Part 1 Savings and investments: national savings; building societies; Stock Exchange investments; local authorities; investment trusts; unit trusts; special investment situations. Part 2 Insurance: life assurance; insurance; house insurance; house contents insurance; all-risks insurance; motor insurance; public liability insurance; professional indemnity insurance; special categories of insurance. Part 3 Banking and credit: banking accounts; instalment finance. Part 4 House purchase. Part 5 Taxation: income tax; income from employment and offices; income from trade or business; income from land and property; income from investments; income from trusts; maintenance or alimony; miscellaneous profits; claims and allowances; the assessment of income tax. Part 6 Capital taxes: capital gains tax; inheritance tax. Part 7 Pensions: state schemes; occupational pension schemes; personal pension schemes. Part 8 Social security: national insurance contributions; illness and invalidity benefit; unemployment benefit; other benefits; retirement pensions; death grant; local authority benefits; social security benefit rates. Part 9 Travel and emigration: methods of payment; insurance; UK customs regulations; travel in the UK; emigration from the UK. Part 10 Family finance: savings and investments for children; costs of education; taxation aspects of marriage; family trusts; the family home; private medical care; divorce and separation; provision for retirement; testamentary arrangements.