Wealth Management : How to Plan, Invest and Protect Your Financial Assets (Financial Times Guides)

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Wealth Management : How to Plan, Invest and Protect Your Financial Assets (Financial Times Guides)

  • Ft Pr（2012/01発売）
  • ただいまウェブストアではご注文を受け付けておりません。 ⇒古書を探す
  • 製本 Paperback:紙装版/ペーパーバック版／ページ数 325 p.
  • 言語 ENG
  • 商品コード 9780273742999
  • DDC分類 332.024

Full Description


The Financial Times Guide to Wealth Management is your definitive guide to preserving and enhancing your wealth and getting the most out of your finances. Whether you want to do it yourself, or get an overview of the basics so you can understand the experts, this book gives you the answers. Up to date with all the latest changes to UK pension, tax and legal rules, it covers everything you need to know in one easy to read guide.

Contents

Table of ContentsAcknowledgementsIntroductionPart 1 - Strategic planningChapter 1 - Know where youﾂ re going and whyChapter 2 - Know your financial personalityChapter 3 - The wealth framework Chapter 4 ﾂ The value of advicePart 2 - The investment engineChapter 5 ﾂ Rules of the investing ﾂ gameﾂ Chapter 6 ﾂ The investment building blocksChapter 7 ﾂ Alternative investmentsChapter 8 - Active or passive?Chapter 9 - Options for investing Chapter 10 ﾂ Other investment considerationsPart 3 - Other financial planning issuesChapter 11 ﾂ Minimising portfolio taxationChapter 12 ﾂ General tax planning Chapter 13 ﾂ The role of insuranceChapter 14 - State and private pensionsChapter 15 - Managing your pension portfolioChapter 16 ﾂ Later life planningChapter 17 - Wealth successionChapter 18 - Using trusts and alternative structures Chapter 19 - PhilanthropyChapter 20 - A life of purposeBibliographyGlossaryIndex