IMPORTANT: THIS EDITION HAS BEEN SUPERCEDED BY SUBSEQUENT EDITIONS "THE FOUR STEPS OF THE ‘EXPERT WAY’ WILL HELP YOU ACHIEVE A BETTER RETIREMENT-
GUARANTEED"
Packed with straightforward, hard-hitting, practical advice and easy to understand information the
Retirement Planning Expert 2023 is fully updated for the 2023/24 UK tax changes and includes hundreds of hints and tips to help you adapt and thrive and achieve a better lifestyle in retirement. This book will show you the expert way on all of the following and more:
- is it time to put yourself first? Helping you with any re-set moment
- plan more to achieve a glidepath retirement and not a cliff-edge retirement
- help with the inflation tidal wave of 2023 and associated cost-of-living crisis
- downsizing costs and upsizing leisure, holidays, hobbies and personal relationships
- translating complex financial “information” on pensions and savings into steps that you can actually understand and act upon in your 40s, 50s and 60s. It's never too early to start your plans
- tax opportunities and risks in 2022/23 and on into 2023/24
- balancing your finances and maybe starting that retirement glidepath five years earlier
- avoiding the scammers and pointers to stay within the UK financial services safety net
- earning more – whether you need a small amount to supplement a pension or want to ditch a corporate job and go out on your own
- getting to grips with the difficult but unavoidable topics of wills, lasting powers of attorney and inheritance tax- these are not as difficult as they might seem at first
- and the special pressures on the “sandwich generation” – people coping at the same time with helping both young-adult dependants and elderly relatives in need of care.
- About the author: Allan Esler Smith is a Fellow of the Institute of Chartered Accountants and has his own practice advising on accounts, finance and tax. He is a leading UK retirement planning expert and has spoken at seminars on preparing for retirement since 2003. Previously he worked in insolvency and corporate recovery during the 1989 to 1993 recession and was then Manager of the Investigations and Recoveries team of The Investors Compensation Scheme (now the Financial Services Compensation Scheme, the UK financial system safety net). He was co-editor then author/editor of The Good Retirement Guide from 2012 to 2019. This is the third edition of Allan's new series of books 'Retirement Planning Expert'. Allan's Retirement Planning Expert 2022 was number one Amazon UK best-seller in the Financial Retirement Planning category and the Personal Taxation category. And the good news is Retirement Planning Expert 2023 is even better!
