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FT Guide to Wealth Management How to Plan, Invest and Protect Your Financial Assets

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ISBN-10: 027374299X

ISBN-13: 9780273742999

Edition: 2011 (Revised)

Authors: Jason Butler

List price: $40.00
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Award-winning financial planner Jason Butler offers sound advice to the financially affluent so they can ensure their wealth thrives and gives them financial security.
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Book details

List price: $40.00
Copyright year: 2011
Publisher: Pearson Education, Limited
Publication date: 12/14/2011
Binding: Paperback
Pages: 344
Size: 6.00" wide x 9.00" long x 1.00" tall
Weight: 0.726

Publisher's acknowledgements
Strategic Planning
Know where you are going and why
Money values
Life planning can provide deeper meaning to goals and dreams
The three difficult questions
What's really important?
Financial planning policies
Clear goals
Other goals
Time horizon
Current/desired lifestyle expenditure
Knowing your 'financial personality�
Communication style
Financial risk profile
Emotions and money
Emotional intelligence
The nine high-net-worth personalities
Financial personalities
And finally…
The wealth framework
The wealth summary
The financial plan
The investment policy statement
The value of advice
The media is not your friend
The financial services marketing machine
Average investors and markets
Responding to changing economic conditions
Decide what advice service you need and will value most
The role of a good financial adviser or wealth manager
Wealth management
The expert network
Experience and professional qualifications
Fees and other costs
The Investment Engine
Rules of the investing 'game'
Speculating is not investing
Capitalism and markets do work
Risk and return are linked
Equity risk
The multi-factor model
Bond maturity and default premium
Focus on the mix of assets
Investment risk
What's right for me?
The investment building blocks
Fixed interest investments
Alternative investments
Hedge funds/fund of hedge funds (FOHFs)
Structured products
Private equity
Life settlement funds
Convertible bonds
Residential buy-to-lets
Active or passive?
Active investment management
Passive investment management
Core and satellite investing
The efficient market hypothesis
Bulls and bears
Winning the loser's game
Making a choice
Options for investing
Unit trusts, OEIcs and SICAVs
Exchange-traded funds (ETFs)
Investment trusts
Passive management approaches
Is the index an appropriate representation of the market?
What are the full costs?
Other types of investment funds
Other investment consideration
Impact of dividends on overall investment returns
The impact of regular withdrawals from your portfolio
The importance of rebalancing your portfolio
The use of debt and investing
Other Financial Planning Issues
Minimising portfolio taxation
The individual savings account (ISA) allowance
The three main non-pension investment tax wrappers
General tax planning
The main taxes
Your tax risk profile
Tax planning principles
Practical ways of saving tax
The need for advice
The role of insurance
Insuring property and possessions
Insuring against ill health
Insuring against loss of income
Insuring against liabilities arising on death
Insuring against living too long
Inheritance tax (IHT)
State and private pensions
Basic State pension
Private pensions
Managing your pension portfolio
Cashflow needs
Life expectancy and dependants
Income tax, etc.
Pension lifetime allowance
Investment risk and tax efficiency
Estate planning
Taking benefits
Self-Invested Personal Pensions (SIPPs)
Later life planning
Powers of attorney
Making wills in old age
Long-term care fees
Wealth succession
Inheritance tax (IHT)
Estate planning basics
Getting a bit more creative
Using trusts and alternative structures
The two main types of trusts
Practical uses of trusts
Giving time
Giving money
Reasons for giving
Gift Aid
Other income tax benefits
Non-cash gifts to charities
Charitable legacy IHT reduction
Ways to give
A life with a purpose
Are you inspired by your life?
The power of knowing your 'why'
Happiness is not the same as pleasure
Who do you have around you?
A thought to leave you with
Useful websites and further reading