Author Description

A reference source that provides in-depth practical guidance on personal financial planning. This comprehensive work outlines the options available and helps you to draw together to create a coherent personal financial plan for clients. This edition has been revised and updated to include: a complete coverage of all the latest legislative developments, including the Finance Act 1999; greater detail on the regulatory framework in respect of personal financial planning; insurance based investment moved to the investments section; pension drawdowns specifically detailed; replacement of TESSAs and PEPs with ISAS; and detailed capital gains tax changes in respect of reinvestment/EIS relief and tapering relief