Bulletproof Retirement: Live your dreams, avoid excess fees and secure your legacy

Author:   Martin Wilcocks
Publisher:   Rethink Press
ISBN:  

9781781336267


Pages:   222
Publication Date:   20 June 2022
Format:   Paperback
Availability:   In Print   Availability explained
This item will be ordered in for you from one of our suppliers. Upon receipt, we will promptly dispatch it out to you. For in store availability, please contact us.

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Bulletproof Retirement: Live your dreams, avoid excess fees and secure your legacy


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Overview

IS YOUR NEST EGG BEING RAIDED? From endowment mis-selling and the global financial crisis to pension transfer and PPI scandals: UK financial services exploit customers rather than serve them. Our pensions and investments are also under attack – high-cost financial advisers, glossy financial networks and ineffective expensive investment managers are taking £64 billion out of our pensions and investments every year. Make a stand against these archaic practices and save yourself and your retirement from the biggest scandal that nobody is talking about. Read Bulletproof Retirement and understand how to: Identify what your future ideal lifestyle looks like and plan ahead to achieve it Become financially organised and set clear goals for investing, with a portfolio linked to these goals Enhance the monetary value of your plan and portfolio by maximising your pension, ISA and CGT allowances Reduce your exposure by establishing a backstop that strips out risks within your personal and business life Protect your hard-earned wealth and pass it on to children and other beneficiaries safely and tax-efficiently Remain focused on your plan, keep your goals on track and avoid making emotional decisions about your wealth

Full Product Details

Author:   Martin Wilcocks
Publisher:   Rethink Press
Imprint:   Rethink Press
Dimensions:   Width: 14.00cm , Height: 1.20cm , Length: 21.60cm
Weight:   0.296kg
ISBN:  

9781781336267


ISBN 10:   1781336261
Pages:   222
Publication Date:   20 June 2022
Audience:   General/trade ,  Professional and scholarly ,  General ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Active
Availability:   In Print   Availability explained
This item will be ordered in for you from one of our suppliers. Upon receipt, we will promptly dispatch it out to you. For in store availability, please contact us.

Table of Contents

Introduction – PART 1 What is Retirement? – 1 Retirement Nowadays – 2 The 1.4% Challenge – PART 2 How Markets Work – 3 Main Types of Investment – 4 Styles of Investment – PART 3 What’s Your Plan? – 5 Have You Made a Plan? – 6 Have You Made a Bad Plan? – 7 Have You Made the Wrong Plan? – 8 … And Breathe – PART 4 The Solution: CLEARER™ – 9 C for Clarity – 10 L for Lifestyle Financial Planning – 11 E for Evidence–Based Investing – 12 A for Allowances and Tax Planning – 13 R for Risk Management – 14 E for Estate Planning – 15 R for Review – Conclusion – References – Acknowledgements – The Author –

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Author Information

Martin Wilcocks is a financial services veteran of some 30 years’ standing who has featured in The Times, The Telegraph and The Mail on Sunday as one of the UK’s top financial and investment advisers. Wilcocks & Wilcocks currently manage over £124m of assets and investments for their clients.

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