The Financial Times guide to wealth management : how to plan, invest and protect your financial assets / Jason Butler.

By:

Butler, Jason (Financial planner)

Material type:

TextSeries: Financial Times GuidesPublication details: Harlow : Pearson, [2014].Description: xx, 524 p. ; ill. b&w ; 24 cmISBN:

9781292004693

Other title:

Guide to wealth management

Subject(s):

DDC classification:

Contents:

Pt. 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 -- Pt. 2. Wealth preservation -- 5. Investment principles -- 6. The investment building blocks -- 7. Socially responsible and impact investing -- 8. Alternative investments -- 9. Property and land -- 10. Active or passive -- 11. Options for investing -- 12. Other investment considerations -- 13. The role of insurance -- Pt. 3. Wealth enhancement -- 14. General tax planning -- 15. Single-premium investment bonds -- 16. Minimising portfolio taxation -- 17. State and private pension -- 18. Managing your pension portfolio -- Pt. 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.

Summary: Is a 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.

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Holdings
Item type	Current library	Call number	Status	Barcode
Books	Marbella International University Centre Library	332 BUT fin (Browse shelf(Opens below))	Available	10832

Includes index.

Pt. 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 --
Pt. 2. Wealth preservation --
5. Investment principles --
6. The investment building blocks --
7. Socially responsible and impact investing --
8. Alternative investments --
9. Property and land --
10. Active or passive --
11. Options for investing --
12. Other investment considerations --
13. The role of insurance --
Pt. 3. Wealth enhancement --
14. General tax planning --
15. Single-premium investment bonds --
16. Minimising portfolio taxation --
17. State and private pension --
18. Managing your pension portfolio --
Pt. 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.

Is a 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.

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