INTRODUCTION

The first edition of this book was published in late 2011, just as we were emerging from the depths of a global financial crisis. So much has changed in the wealth planning arena in the past few years that this second edition is almost a new book. As well as radical changes to many of the chapters, there are five new chapters: socially responsible and impact investing; property, land and woodlands; single-premium investment bonds; non-trust structures; and young people and money.

This book is set out in four main sections. Part 1 covers strategic wealth planning issues, including the importance of developing and maintaining a proper overall wealth plan that is in tune with your personal mission, vision, values and goals. This edition ...

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