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Personal finance & investing all-in-one for dummies - Coggle Diagram
Personal finance & investing all-in-one for dummies
Book 1. Organizing your finances and dealing with debt
Figuring out financial goals, financial budgets, and financial advisers
Choosing the best current account for you
Covering yourself with insurance
Tackling your overdraft and other credit nasties
Choosing a credit card
Weighing up personal loans
Book 2. Paying less tax
Understanding tax basics
Dealing with self assessment
Taxing family situations
Understanding tax when you work for someone else
Working for yourself can be less taxing
Taxing your savings and investments
Book 3. Building up savings and investments
Squaring risk and return
Saving for a rainy day
Choosing a mortgage
Making the most of tax-free savings and investments
Delving into collective investments
Scrutinising shares and bonds
Investing in bricks and mortar
Making exotic investments
Book 4. Retiring wealthy
Planning for a wealthy retirement
Making the most of state and workplace pensions
Picking trough personal pensions
Taking control with sipp
Working with your pension
Using property for retirement
Book 5. Protecting your wealth for the next generation
Working out why to write a will
Deciding who gets what
Choosing the right people to follow your wishes
Dealing with inheritance tax
Understanding trusts
Grasping the basics of the probate process