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250 Pages

8.50 x 5.50 inches

ISBN: 9781845861124

Bookseller Code (01)

Financial Planning for Older People

A Comprehensive Guide to Decision Making

First Edition

John Kerrigan

Published by Edinburgh University Press

  • Guides you through how to plan for older age, whether for yourself, a client or a family member
  • Gives sound advice for planning for retirement and pension planning after retirement
  • Covers difficult and taboo subjects, such as: capacity, powers of attorney, authority to operate a bank account, intervention orders, financial & welfare guardianships, advance medical directives and care home fees
  • Follows current case law and statutory positions in all cases
  • Sets out key financial strategies - inheritance tax, strategies for lifetime mitigation, will planning and post-death tax planning

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