The Equitable Guide to Investment and Savings

Whether you are thinking of buying a house or have recently inherited a large sum of money, just been made redundant or thinking of saving for your retirement, this book will guide you through the hundreds of investment and savings options available. Saving for school fees - should you invest through a unit trust or a regular savings scheme? Life assurance, where do you start? Convertible term, term, whole life, family income benefit, permanent health, joint life or single life? Exploring all aspects of savings and investment, the risks involved, tax advantages and disadvantages, Lorna Bourke explains the suitability of different schemes to individual needs. With sections on the Family Home, Marriage and Children, School Fees, Divorce and Widow(er)hood, What to do with an Inheritance or Lump Sum, Pensions, and Money in Retirement, the guide will help you tackle investment decisions as and when they occur in life. Coupled with specialist chapters covering different types of investments, this highly accessible guide is a useful reference for long and short term financial planning.
Lorna Bourke is a well respected financial journalist who writes for the "Evening Standard", "Telegraph" and many other publications.