Zurich Retirement Planning Handbook 8/e

by David Bertram

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Book cover for Zurich Retirement Planning Handbook 8/e

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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
  • ISBN10 0273654934
  • ISBN13 9780273654933
  • Publish Date 20 November 2001
  • Publish Status Out of Print
  • Out of Print 22 February 2005
  • Publish Country GB
  • Imprint Pearson Education Limited
  • Edition 8th edition
  • Format Hardcover
  • Pages 352
  • Language English