Tolley's Personal Financial Planning

Tolley's Personal Financial Planning

  • Paperback
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This manual provides practical guidance on personal financial planning. It outlines the options available and seeks to help the reader to draw them together to create a coherent financial plan for clients. This edition covers legislative developments such as the Finance Act more

Product details

  • Paperback
  • Lexisnexis UK
  • Butterworths Tolley
  • London, United Kingdom
  • 15th edition
  • glossary, index
  • 0754502201
  • 9780754502203

Table of contents

Part 1 Insurance: qualifying and non-qualifying policies; annuities; business-related assurance; technical; insurance for inheritance tax. Part 2 Retirement planning: state pensions; personal pension schemes; occupational pension schemes; executive pension schemes; free-standing additional voluntary contribution schemes; small self-administered pension schemes; pension-linked loans; planning opportunities; major legislative changes since 1980. Part 3 Investments: investment strategy; capital growth with income; capital growth without income; simpler investments; trading investments. Part 4 Tax planning: income tax; capital gains tax; inheritance tax. Part 5 The life cycle: the young; single; married with no children; married with young children; married with older children; pre-retirement; more