Financial Calculations and Worksheets 5ed

Financial Calculations and Worksheets provides step-by-step guidance on how to do complex financial calculations including tax, retirement, assurance and estate planning calculations.

This invaluable work is a go-to resource for financial planners, featuring clear explanations and practical examples of various calculations they encounter. Part A offers worksheets and examples, while Part B provides essential tax tables, compound interest tables, tax rates, and formulae to complete the calculations. The A4 format allows users to work directly on the worksheets, conveniently cross-referenced with the relevant tables in Part B. From compound interest to income tax, retirement planning, and estate planning, this book covers a wide range of calculations, offering rates, tables, and formulae. This new June 2023 edition will introduce new worksheets on topics like the two-pot system for retirement funds, life assurance policies, capital gains tax, cash shortfall/surplus on retirement date, and the use of “discretionary” capital after retirement. An essential resource for every professional financial planner.