Zurich Retirement Planning Handbook

Zurich Retirement Planning Handbook

by David Bertram (Author)

Synopsis

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

$114.01

Quantity

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More Information

Format: Hardcover
Pages: 352
Edition: 8
Publisher: Zurich
Published: 20 Nov 2001

ISBN 10: 0273654934
ISBN 13: 9780273654933

Author Bio
David Bertram is Managing Director of Clayfield Professional Guidance and author of many tax books, including The Allied Dunbar Business Tax & Law Handbook and The Allied Dunbar Estate Planning & Taxation of Capital Handbook. He is also a regular contributor to specialist tax journals.