RSM Tenon Personal Financial Planning Limited

“It is systematic, simple to use and there is a contents list for each section for easy reference” Pensions World

"...an excellent book for both tax advisers and financial planners! Taxwriter

RSM Tenon Personal Financial Planning Limited: Personal Financial Planning Manual is an invaluable reference guide to creating coherent tax efficient personal financial plans.

Offering unrivalled personal financial expertise and know-how, this well-respected annual is an essential source of reference and advice to both professional advisers and individuals keen to exercise greater control over their financial affairs.

Quick and easy to use, this practical book clearly explains complex tax rules and regulations. Plain English jargon-free text ensures the reader can confidently create a tax-efficient financial plan no matter how experienced they are on this subject.

Each section has a contents list for easy reference, a detailed introduction, and clearly presented 'boxed'tables for each product, enabling you to identify quickly the answers to your financial planning queries

Whether you're dealing with investments, pensions, life assurance, mortgages, income tax, capital gains tax, inheritance tax or family finances, this book will be your definitive guide to all aspects of financial planning.

ISBN 978 1 84766 521 8
Publication Date: Nov-10
Format: Paperback
Availability: In Print
List price: £78

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
Index