Author Description

This reference source provides in-depth practical guidance on personal financial planning. It outlines the options available and helps practitioners draw them together to create a coherent personal financial plan for clients. This 17th edition has been revised and updated to include: coverage of all the latest legislative developments, including the Finance Act 2001; greater detail on the Regulatory Framework in respect of personal financial planning; pension drawdowns specifically detailed; developments of ISAs; and detailed capital gains tax changes in respect of reinvestment/EIS relief and taper relief.