000 02074nam a2200253 i 4500
003 MIUC
005 20190618102142.0
008 150225s2015 enk||||| |||| 001 | eng d
020 _a9781292004693
040 _aMIUC
_beng
_cMIUC
082 0 _a332
100 1 _91932
_aButler, Jason
_c(Financial planner)
245 1 4 _aThe Financial Times guide to wealth management :
_bhow to plan, invest and protect your financial assets /
_cJason Butler.
246 3 0 _aGuide to wealth management
260 _aHarlow :
_bPearson,
_c[2014].
300 _axx, 524 p. ;
_bill. b&w ;
_c24 cm.
490 0 _aFinancial Times Guides
500 _aIncludes index.
505 0 _aPt. 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.
520 _aIs 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.
650 0 _9752
_aFinance, Personal
650 0 _91886
_aInvestments
942 _2ddc
_cBK