Publisher's Synopsis
This loose-leaf is all the day-to-day working information needed for every professional financial adviser. Are you up-to-date with all the recent major changes in taxation and related financial matters? Financial Adviser's Factbook will answer all your technical and legal questions in every aspect. The Factbook is a treasury of practical, task guidance covering changes affecting the advice you need to give. Whether you use it personally in the course of your own practice or for internal training purposes it is one source of information you will want at hand at all times. The contents include investment planning, estate planning, financial planning for business, retirement planning, mortgages, education fees, family protection, regulation, financial strength, taxation and National Insurance, international law, marketing and advertising.
