The Handbook of Personal Wealth Management

The Handbook of Personal Wealth Management offers authoritative, jargon-free advice on how to structure personal and business-related finances, manage personal affairs and assess the range of investment vehicles currently available - from racehorses and fine wines, to diamonds, forestry investment, alternative investments and property portfoilios.

The Handbook of Personal Wealth Management contains invaluable advice on such topics as:

bonds and equities;

hedge funds;

venture capital trusts;

portfolio planning;

maximizing tax-free investments;

pensions and investment in real estate;

alternative investments;

taxation issues and tax-efficient investment.

The text also contains valuable analysis of the many less conventional investment assets on the market, all offering diversity of choice for the serious investor. These include property investment in the United Kingdom and overseas, forestry, coloured diamonds and diamond exploration, art and antiques, racehorse ownership, fine wines and business angel investing.

The Handbook of Personal Wealth Management will help ensure financial peace of mind for anyone with the capital to be an investor.

REVIEWS : BOOK DETAILS : CONTENTS INCLUDE :

Part 1: Investment in securities and portfolio management

1.1 Asset allocation: what private clients can learn from institutional investors

1.2 Model portfolios, built on Olympic ideals

1.3 One size does not fit all

1.4 Investing is personal

1.5 Risky business

1.6 Time for financial advisers to treat customers fairly

Part 2: Taking advantage of tax breaks

2.1 An overview of pension alternatives

2.2 Unquoted shares as an asset class within your SIPP

2.3 The Enterprise Investment Scheme

2.4 The use of trusts

2.5 Tempting tax breaks with a venture capital trust

2.6 Inheritance tax – death and taxes

Part 3: Real estate, forestry and hardwood investments

3.1 Agricultural property investment

3.2 Property and forestry investment in the Baltics and potential forestry investment in Romania

3.3 Investment in hardwood timberland in the north-east United States

3.4 Seven reasons why property should be a major part of your portfolio

Part 4: Sound stores of value

4.1 Gold

4.2 Understanding coloured diamonds

4.3 Investing in coloured diamonds

4.4 Art and antiques

4.5 How to invest in art and antiques

Part 5: The better things in life

5.1 Investment in fine wines

5.2 Racehorse ownership and investing in bloodstock

5.3 Emotional wealth

5.4 Engaged philanthropy – charitable giving

Part 6: Anticipating taxation

6.1 Tax-efficient investments

6.2 Inheritance tax, wills and estate planning for high net worth individuals

6.3 The offshore tax angle