Author Description

This reference source offers in-depth practical advice on personal financial planning. It outlines the options available and helps the reader to draw them together to create a coherent personal financial plan for clients. This 16th edition has been revised and updated to include: complete coverage of the legislative developments, including the Finance Act 2000; greater detail on the regulatory framework in respect of personal financial planning; specific details of pension drawdowns; coverage of the developments of ISAs; and discussion of capital gains tax changes in respect of reinvestment/EIS relief and tapering relief.