FT Guide to Wealth Management
How to Plan, Invest and Protect Your Financial Assets
Published on 14. December 2011
Book
Paperback/Softback
344 pages
978-0-273-74299-9 (ISBN)
Description
The Financial Times Guide to Wealth Management is your definitive guide to preserving and enhancing your wealth and getting the most out of your finances. Whether you want to do it yourself, or get an overview of the basics so you can understand the experts, this book gives you the answers. Up to date with all the latest changes to UK pension, tax and legal rules, it covers everything you need to know in one easy to read guide.
Reviews / Votes
"Jason Butler is one of the very few financial planners who truly understands the process of managing wealth and I'm pleased that he has shared his wisdom in this book."Matthew Vincent, Personal Finance Editor, Financial Times
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Other editions
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Jason Butler
Financial Times Guide to Wealth Management, The
How to plan, invest and protect your financial assets
Book
11/2014
2nd Edition
FT Publishing International
€74.99
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Content
Table of Contents
Acknowledgements
Introduction
Part 1 - Strategic planning
Chapter 1 - Know where you're going and why
Chapter 2 - Know your financial personality
Chapter 3 - The wealth framework
Chapter 4 The value of advice
Part 2 - The investment engine
Chapter 5 Rules of the investing 'game'
Chapter 6 The investment building blocks
Chapter 7 Alternative investments
Chapter 8 - Active or passive?
Chapter 9 - Options for investing
Chapter 10 Other investment considerations
Part 3 - Other financial planning issues
Chapter 11 Minimising portfolio taxation
Chapter 12 General tax planning
Chapter 13 The role of insurance
Chapter 14 - State and private pensions
Chapter 15 - Managing your pension portfolio
Chapter 16 Later life planning
Chapter 17 - Wealth succession
Chapter 18 - Using trusts and alternative structures
Chapter 19 - Philanthropy
Chapter 20 - A life of purpose
Bibliography
Glossary
Index
Acknowledgements
Introduction
Part 1 - Strategic planning
Chapter 1 - Know where you're going and why
Chapter 2 - Know your financial personality
Chapter 3 - The wealth framework
Chapter 4 The value of advice
Part 2 - The investment engine
Chapter 5 Rules of the investing 'game'
Chapter 6 The investment building blocks
Chapter 7 Alternative investments
Chapter 8 - Active or passive?
Chapter 9 - Options for investing
Chapter 10 Other investment considerations
Part 3 - Other financial planning issues
Chapter 11 Minimising portfolio taxation
Chapter 12 General tax planning
Chapter 13 The role of insurance
Chapter 14 - State and private pensions
Chapter 15 - Managing your pension portfolio
Chapter 16 Later life planning
Chapter 17 - Wealth succession
Chapter 18 - Using trusts and alternative structures
Chapter 19 - Philanthropy
Chapter 20 - A life of purpose
Bibliography
Glossary
Index