Zurich Retirement Planning Handbook

by David Bertram (Author)

• Used

  Hardcover
  2001

  $116.20

  In the last few years there have been many changes that impact upon peoples' retirement; the ups and downs in the economic situation, changes in the workforce, early retirement, reduced pension and endowment returns, changes in the regulation of the financial services industry, pensions mis-selling, changes in taxation. These issues underline the importance of having a plan to meet your financial needs in retirement - and of keeping it up to date. The Retirement Planning Handbook contains concise information on every aspect of retirement planning. Whether you are offering advice to clients or planning your own retirement, it will show you how to examine the options available for improving retirement prospects and how to secure a financial future, both in the short and long term. New coverage for this edition: * Home income plans and other problems with housing * Community and residential care * Legal capacity * Tax effective investments * Stakeholder pensions * Effect of divorce and separation on pensions * Pensioners and disabled persons tax credits * Welfare benefits * Financial Services and Markets Act 2000 * Capital Gains Tax and Inheritance Tax update

• Used

  Paperback
  1997

  $4.47

  This essential handbook has been completely revised and updated to examine the options available for improving retirement prospects and planning for a secure financial future. It covers: the financial support you can expect from the state; tax and legal obligations that must be met; and the provisions which must be made for dependants, particularly elderly relatives.Author:Debbie Harrison is a freelance author and journalist. She regularly writes for The Financial Times and was the author of Pension Power. She was the 1994 British Insurance and Investment Brokers Association Journalist of the Year and the Alexander Clay & Partners Pensions & Investment Journalist of the Year.

• Used

  Hardcover
  1994

  $4.47