Financial Calculations and Worksheets 4 ed
A practical workbook on how to do income tax, retirement planning and estate planning calculations.
A practical workbook on how to do income tax, retirement planning and estate planning calculations.
Financial Calculations and Worksheets contains explanations and worked examples of various calculations encountered by financial planners. The book is divided into two parts. Part A contains the worksheets and examples and Part B contains tax tables, compound interest tables, tax rates and formulae that are needed to complete the worksheets. The worksheets are in A4 format so that the user can actually work through them and they are cross-referenced to the applicable tables in Part B. The book covers all types of calculations from compound interest to income tax, retirement planning and estate planning calculations, and includes rates, tables and formulae. Every professional financial planner should have a copy
Part A - Examples
Compound interest calculations
Income tax calculations
Part A - Worksheets
Compound interest calculations
Retirement planning calculations
Taxation of lump sum benefits from retirement funds
Investment calculations
Estate planning
Estate duty calculations
Calculations relating to matrimonial property regimes
Capital gains tax calculations
Income tax calculations
Business insurance calculations
Part B - Tables, Rates and Formulae
