Are you only a few years away from retirement and fearful of how you will manage, particularly in the current financial climate? This book is aimed at those about to retire who want to make the most of their money in retirement but it's about much more than just pensions. All other aspects of managing finances for retirement are covered, from getting the best deal on a current account to leaving an inheritance in the most tax efficient way. And all in just one handy, portable book complete with jargon-buster!
Each chapter covers a specific aspect of retirement finances providing the facts in an understandable way, along with advice and tips. Throughout the book, case studies and the author's extensive personal experience of dealing with pension planning are used to clearly illustrate the points being made. No book can replace specific tailored advice from an expert but this book will help you to make more of your money through your own actions and tell you exactly where expert help is needed. Areas covered include:
-Essential things to do and find out before retiring
-Income tax, capital gains tax and National Insurance
-Investments, including investing in property and equity release
-Passing on wealth
and the book finishes with advice on things you can do after retirement to help your finances
Written in a clear and reassuring way it will melt away the mystique of pensions and tackle the all-round financial aspects of planning for a comfortable retirement.
NOT GOT MUCH TIME?
One, five and ten-minute introductions to key principles to get you started.
Lots of instant help with common problems and quick tips for success, based on the authors' many years of experience.
Tests in the book and online to keep track of your progress.
EXTEND YOUR KNOWLEDGE
Extra online articles at www.teachyourself.com to give you a richer understanding of NLP.
FIVE THINGS TO REMEMBER
Quick refreshers to help you remember the key facts.
Innovative exercises illustrate what you've learnt and how to use it.
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