Financial Calculations and Worksheets 5th Edition

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. 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 have been introduced. An essential resource for every professional financial planner.

Published in June 2023, it is available in print and ebook format.