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RSM Tenon Financial Planning Manual 2010/11

09 January 2011 / Rebecca Cave
Issue: 4288 / Categories: Reviews
Edited by John White ACII; £78

Publisher: Bloomsbury Professional; paperback

Personal financial planning should always be undertaken with an understanding of the tax implications and long-term personal tax planning generally involves the use of financial products.

So why is there only one book on the market that combines the principles of both these disciplines in an easy to read volume?

Robson Rhodes spotted a need over 25 years ago with the first edition of this financial planning manual which is now produced by the financial management and tax teams at RSM Tenon.

The longevity of this book demonstrates what a useful tool it is for financial advisers and personal tax advisers alike.

The manual is divided into five parts:

  • Insurance – personal and business purchased annuities medical life and long-term care insurance.
  • Retirement planning - pensions of all types.
  • ...

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