Description
Increasingly complicated, life and health insurance is a key area both in personal and business planning. This book provides a concise, comprehensive and easy to read practical reference guide for anyone involved in the process of advising clients in the area of life and health insurance. With a new introduction setting life assurance planning in context, and a revised section on health insurance, Life and health insurance - the adviser's guide has been comprehensively revised for 2011/12, providing a practical and authoritative guide to the uses of protection policies for both personal and business planning.
The contents for the 2011/12 edition have been reworked and revised with comprehensive information on:
• Life assurance
• Family life assurance protection issues
• Health insurance
• Business uses of protection
• Life assurance as an investment
• Inheritance tax planning
• Regulation and ethics
Brian Murphy, APFS, ATT, TEP Chartered Financial Planner
Brian Murphy is Senior Financial Planning Manager at AXA Sun Life. He joined the company from school and after being involved in a variety of roles in his early career, has spent the last 26 years delving into the murky world of UK personal taxation and trust law. He writes regularly in the trade press on personal taxation and trust-related issues and also lectures widely to IFAs, solicitors and accountants on these subjects. He is the joint author of both the 12th and 13th editions of Houseman and Davies' Law of Life Assurance. He is a member of the ABI Life Product Taxation Committee.
Taxbriefs
Taxbriefs has been at the forefront of financial publishing for over 35 years. It boasts a broad portfolio of newsletters, books and other publications writen by and for the intermediary market and its customers.
