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Adviser Guides

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Offering a refreshingly practical perspective on the increasingly complex field of personal finance planning, the Taxbriefs Adviser Guides also provide busy advisers with a concise, single-source reference to help you give clear and accurate advice to clients.

Titles in the 2011/12 series are:

Life and health insurance

Increasingly complicated, life and health insurance is a key area both in personal and business planning. Life and health insurance - the adviser’s guide provides a concise, comprehensive and readable reference guide to the full range of protection products on offer. It tackles the complex, highly regulated life industry environment, explaining how life and health policies are structured and how they can be used in planning.

Investment planning

Recent turmoil in the financial markets means that many old certainties about investments have disappeared. Investment planning 2011/12 is the first publication written specifically for financial advisers since the credit crunch. Designed as a practical guide to both the theory and practice of giving investment advice, the focus is on clearly explaining best practice. Structured in four sections with diagrams, tables and worked examples, this is the single most useful volume for advisers involved in giving regular investment advice.

Tax planning

Tax planning 2011/12 - the adviser’s guide takes you step by step through complex tax issues, with a focus on presenting the key tax-planning points to clients. Uncompromisingly accurate, always clear, accessible, readable and great value for money, it delivers 40 critical topics highlighting planning strategies and their knock-on effects. Tax planning is a key publication for advisers in taxation, accountancy, and financial services who wish to give high quality, clear and productive advice to their clients.

Pensions and retirement planning

An accessible single volume guide through the pensions maze.  This new volume provides a practical guide to help advisers give effective pensions advice in a swiftly changing environment. Pensions and retirement planning 2011/12 is unusually broad in its approach and scope. Written in a clearly structured and accessible format, it will allow advisers to work with their clients, confident that they have covered all the key planning issues.

The process of financial planning

As the provision of financial advice becomes more professional, with higher qualifications becoming standard, advisers need to adopt professional standards for the methods they use in formulating and delivering advice to clients in an increasingly demanding market. This new edition provides a complete guide, starting with the definition of the scope of financial planning in a rapidly changing environment and ending with the 10 golden rules of financial planning.

As well as keeping you up to date, the Adviser’s Guides can also play a part in your training and development programme and contribute significantly to CPD requirements.

Click here for more details and to take advantage of a special offer!

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