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

By: Material type: TextTextSeries: Financial times guidesPublisher: Harlow, England ; New York : Pearson, 2012Description: xiii, 325 pages : illustrations ; 24 cmContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 027374299X
  • 9780273742999
Other title:
  • Wealth management [Cover title]
Subject(s): DDC classification:
  • 332.024 23
LOC classification:
  • HG179 .B8768 2012
Contents:
Acknowledgements -- Publisher's acknowledgements -- Introduction -- Part 1 Strategic Planning: -- Know where you are going and why -- Knowing your 'financial personality' -- The wealth framework -- The value of advice -- Part 2 The investment engine: -- Rules of the investing 'game' -- The investment building blocks -- Alternative investments -- Active or passive? -- Options for investing -- Other investment considerations -- Part 3 Other Financial Planing issues -- Minimising portfolio taxation -- General tax planning -- The role of insurance -- State and private pensions -- Managing your pension portfolio -- Later life planning -- Wealth succession -- Using trusts and alternative structures -- Philanthropy -- A life with a purpose -- Useful websites and further reading -- Index.
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Includes bibliographical references and index.

Acknowledgements -- Publisher's acknowledgements -- Introduction -- Part 1 Strategic Planning: -- Know where you are going and why -- Knowing your 'financial personality' -- The wealth framework -- The value of advice -- Part 2 The investment engine: -- Rules of the investing 'game' -- The investment building blocks -- Alternative investments -- Active or passive? -- Options for investing -- Other investment considerations -- Part 3 Other Financial Planing issues -- Minimising portfolio taxation -- General tax planning -- The role of insurance -- State and private pensions -- Managing your pension portfolio -- Later life planning -- Wealth succession -- Using trusts and alternative structures -- Philanthropy -- A life with a purpose -- Useful websites and further reading -- Index.

Machine converted from AACR2 source record.

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