
Financial Times Guide to Wealth Management, The
Description
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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
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Content
- 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
System requirements
File format: ePUB
Copy protection: Adobe-DRM (Digital Rights Management)
System requirements:
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The file format ePub works well for novels and non-fiction books – i.e., „flowing” text without complex layout. On an e-reader or smartphone, line and page breaks automatically adjust to fit the small displays.
This eBook uses Adobe-DRM, a „hard” copy protection. If the necessary requirements are not met, unfortunately you will not be able to open the eBook. You will therefore need to prepare your reading hardware before downloading.
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For more information, see our ebook Help page.
File format: ePUB
Copy protection: Watermark-DRM (Digital Rights Management)
System requirements:
- Computer (Windows; MacOS X; Linux): Use a reading software that can process the file format ePUB: e.g., Adobe Digital Editions or FBReader – both free (see eBook Help).
- Tablet/Smartphone (Android; iOS): Before downloading, install the free app Adobe Digital Editions (see eBook Help).
- E-reader: Bookeen, Kobo, Pocketbook, Sony, Tolino and many more (not Kindle).
The file format ePUB works well for novels and non-fiction books – i.e., „flowing” text without complex layout. On an e-reader or smartphone, line and page breaks automatically adjust to fit the small displays.
This eBook uses Watermark-DRM, a „soft” copy protection. This means that there are no technical restrictions to prevent illegal distribution. However, there is a personalised watermark embedded in the eBook that can be used to identify the purchaser of the eBook in the event of misuse and to provide evidence for legal purposes.
For more information, see our eBook Help page.