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

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


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  • Copyright 2011
  • Dimensions: 6" x 9"
  • Pages: 344
  • Edition: 1st
  • Book
  • ISBN-10: 0-273-74299-X
  • ISBN-13: 978-0-273-74299-9

The Financial Times Guide to Wealth Management is your definitive guide to preserving and enhancing your wealth and getting the most out of your finances. Whether you want to do it yourself, or get an overview of the basics so you can understand the experts, this book gives you the answers. Up to date with all the latest changes to UK pension, tax and legal rules, it covers everything you need to know in one easy to read guide.

Sample Content

Table of Contents

Table of Contents



Part 1 - Strategic planning

Chapter 1 - Know where you’re going and why

Chapter 2 - Know your financial personality

Chapter 3 - The wealth framework

Chapter 4 – The value of advice

Part 2 - The investment engine

Chapter 5 – Rules of the investing ‘game’

Chapter 6 – The investment building blocks

Chapter 7 – Alternative investments

Chapter 8 - Active or passive?

Chapter 9 - Options for investing

Chapter 10 – Other investment considerations

Part 3 - Other financial planning issues

Chapter 11 – Minimising portfolio taxation

Chapter 12 – General tax planning

Chapter 13 – The role of insurance

Chapter 14 - State and private pensions

Chapter 15 - Managing your pension portfolio

Chapter 16 – Later life planning

Chapter 17 - Wealth succession

Chapter 18 - Using trusts and alternative structures 

Chapter 19 - Philanthropy

Chapter 20 - A life of purpose





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