Concise and written in a manner to ensure the least financial amongst us can benefit from his sage advice, Bulletproof Retirement will undoubtedly rattle the cages of many involved in the industry. But, more importantly, the author should be congratulated for putting his head above the parapet and shining the spotlight on what he describes as ‘the biggest scandal that nobody is talking about.’
Synopsis:
• 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 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 focussed on your plan, keep your goals on track and avoid making emotional decisions about your wealth.
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