Financial Planning for Older People: A Comprehensive Guide to Decision Making

ISBN-13: 9781845861124 / Angielski / Miękka / 2030 / 622 str.

John Kerrigan

Opis

A guide to the legal issues surrounding money and finances for older people or those planning for older age
Many of us leave it all too late to plan for retirement, or are caring for elderly relatives and face difficult decisions. The legal complexities are daunting. This guide by John Kerrigan, a professional solicitor, is written for law students and lawyers, financial advisors and individuals who are planning for retirement, retired or caring for retired people. It clearly explains the issues and sets you on the path to sound financial advice in the context of the law.

Spis treści

Table of cases; Table of statutes; Capacity; Powers of Attorney; Other Forms of Intervention (Authority to Operate a Bank Account, Intervention Orders, Financial & Welfare Guardianships, Advance Medical Directives, Care Home Fees); Case Law; Statutory Position; Likely Developments; Financial Strategies (Inheritance Tax, Strategies for Lifetime Mitigation, Will Planning, Post Death Tax Planning); Miscellaneous (Planning for Retirement, Pension Planning after Retirement); Index.