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Description of The Personal Financial Planner

How do I create a generous income for my family from my earnings and investments?
How can I avoid inheritance tax?
How do I find the best financial advisor to suit my needs?

This book will help you answer these questions and many more. It will become an indespensable tool. Financial planning is all about setting the right goals for your individual and family circumstances. It is about building up a well integrated package of insurances, investments, and taxation arrangements to meet your goals.

The Personal Financial Planner will show you how to develop a structured investment portfolio which takes all your financial arrangements into consideration, including pensions, insurances, mortgages,investment schemes, and school fees.

• How to protect your chief sources of your income if disaster strikes
  
  
• The importance of making a will
  
  
• Who to complain to if it all goes wrong
  
  
• An extensive glossary of jargon in layman's terms.

Title Information

ISBN:

9780273643647

Pages:

256 pages

Format:

Paperback

Product Code:

2981

Publisher:

FT Prentice Hall

Published:

30/11/-0001

Edition:

2nd Edition

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Contents of The Personal Financial Planner

Foreword

Preface

Section 1
Call on the Experts
How to find a good financial planner

Section 2
Protection Comes First
Protect your Family if You Die
Income Protection
Long-Term Care

Section 3
Taxation
Your Investments
Making A will

Section 4
Successful Investment Planning
Buying and Selling
Safe Savings

Section 5
Saving for Schools
Mortgage Planning

Section 6
State Pensions