This book is also available as an Amazon Kindle eBook.
For many of us, a pension plan will be one
of our most important financial assets at retirement. Pensions exist so that we
can afford to stop working one day. Given the ‘demographic shift’ and seismic
changes in the pensions landscape, many of us will retire several years before
we are due to receive the state pension, which in any case may not be enough to
provide us with a financially flexible retirement. In addition to pension
planning, life insurance for us and our families in the event of serious illness
or death is another cornerstone of personal financial planning.
Accountants, tax advisors and other financial advisors who provide financial planning advice to individuals and businesses should have a clear understanding of the basics of pension planning, life insurance protection and the tax reliefs available. This book is an easy-to-follow and comprehensive guide to the complexities, as well as the benefits, of pension and life insurance planning, supported by practical examples and appropriate technical information. It is designed to assist individuals clearly and concisely in making informed decisions, and for professionals in advising others.
Written by a leading expert with many years of experience advising individuals and businesses, A Practical Guide to Pensions and Life Insurance covers:
- Pension Planning
- Investment Assets and Strategies
- Pension Planning for Sole Traders, Partners and Company Owners
- Employee Pension and Life Insurance Plans
- Life Insurance for Individuals and Businesses
- Planning for Retirement
- Separation and Divorce
For further information, contact publishing@charteredaccountants.ie
or telephone on (+353) 01 637 7204
The Author
Simon Shirley is a Fellow of Chartered Accountants Ireland, a Revenue-approved pensioneer trustee and the founder of the financial advisory firm Simon Shirley Advisors. Simon and his team provide specialist advice and services on personal financial planning for private clients, and on employee benefits for employers and employees, including comprehensive technical and practical advice on pensions, life insurance and retirement planning. The firm’s clients include a wide range of owner-managed SMEs, multinational corporations, self-employed individuals, employees and investors.
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