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Zurich Retirement Planning Handbook

By: David Bertram

Normal price: 31.99
Our price: 27.19 + postage
Bargain: save £4.8 !

Product code: 11299
ISBN: 0273654934
352 pages
Format: Hb
Published by: FT Prentice Hall, 2001, 8th edition

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Zurich Retirement Planning Handbook - front page cover image

Description of Zurich Retirement Planning Handbook

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

Zurich Retirement Planning Handbook - Chapter headings

1. Introduction to Financial Planning for Retirement

2. Your State Pension

3. Improving Your Company Pension

4. Improving Your Personal Pension and Retirement

5. Taking Your Pension

6. Investments

7. Financial Protection

8. Income Tax and Capital Gains Tax

9. Inheritance Tax

10. Making a Will

11. Trusts

12. Retiring Abroad

13. The Payment Of State Pensions

14. Help At Home

15. Caring For The Elderly

Appendix 1: Bluffers' Guide To Jargon
Appendix 2: Sources of Information
Appendix 3: What Goes Into A Will