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RSM: Personal Financial Planning Manual 2008/09

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RSM: Personal Financial Planning Manual 2008/09

RSM: Personal Financial Planning Manual 2008/09

Written by: RSM Bentley Jennison

Personal Financial Planning Manual 2008/09 demonstrates how to create coherent and well-organised tax-efficient personal financial plans for people of all incomes and ages.

Offering unrivalled personal financial expertise and knowhow, this comprehensive book will prove an essential source of information and financial advice. Everything you need to successfully organise your client’s financial affairs, including clear technical guidance, tax tips and the latest reliefs, can be accessed from this one-stop guide to financial planning.

Bibliographic detail

ISBN: 9781847661166
Publication Date: Dec-08
Format: Paperback
Availability: Not Yet Published
List price: £68

Paperback - ISBN - 9781847661166 - £68.00 VAT Free

 

Contents

Part 1 Insurance

Qualifying and Non-Qualifying Policies
Annuities
Business Related Assurance
Technical

Part 2 Retirement Planning

Part 3 Investments

Investment Strategy
Capital Growth with Income
Capital Growth without Income
Simpler Investments
Trading Investments

Part 4 Tax Planning

Income Tax
Capital Gains Tax
Inheritance Tax

Part 5 The Life Cycle