| LIBRARY OF CONGRESS CONTROL NUMBER |
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| LC control number |
2014034252 |
| INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
9781292004693 |
| DEWEY DECIMAL CLASSIFICATION NUMBER |
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| Call number |
332.024 |
| MAIN ENTRY--PERSONAL NAME |
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| Authors |
Butler, Jason |
| TITLE STATEMENT |
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| Title |
The Financial Times guide to wealth management : |
| Subtitle |
how to plan, invest and protect your financial assets |
| Statement of responsibility, etc |
Jason Butler |
| EDITION STATEMENT |
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| Edition |
2nd ed. |
| PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) |
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| Place of publication |
Harlow : |
| Publisher |
Pearson, |
| Date |
c2015. |
| PHYSICAL DESCRIPTION |
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| Extent |
xx, 524 p. : |
| Other Details |
ill. ; |
| Size |
24 cm. |
| SERIES STATEMENT |
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| Series statement |
Financial Times guides |
| GENERAL NOTE |
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| General note |
Note: FT Publishing Financial Times |
| CONTENTS |
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| Contents |
Acknowledgements Publisher's acknowledgements Introduction PART 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 PART 2 Wealth preservation 5 Investment principles 6 The investment building blocks 7 Socially responsible and impact investing 8 Alternative investments 9 Property, land and woodland 10 Active or passive? 11 Options for investing 12 Other investment consideration 13 The role of insurance PART 3 Wealth enhancement 14 General tax planning 15 Single premium investment bonds 16. Minimising portfolio taxation 17 State and private pensions 18 Managing your pension portfolio PART 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 Useful websites and further reading Index. |
| SUMMARY |
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| Summary |
The Financial Times Guide to Wealth Management is your 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. |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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| Topical Heading |
Finance |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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| Topical Heading |
Investments |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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| Topical Heading |
Wealth management |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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| Topical Heading |
Management |
| ELECTRONIC LOCATION AND ACCESS |
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| Uniform Resource Identifier |
https://uowd.box.com/s/pt7ua7snw6ozp2esihutqufazw66gc49 |
| Public note |
Location Map |
| MAIN ENTRY--PERSONAL NAME |
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31578 |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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25 |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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348 |
| SUBJECT ADDED ENTRY--TOPICAL TERM |
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47952 |
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140 |