Life Assurance & Pensions Handbook 2008/09 written by: Brian Murphy Publisher: Taxbriefs Introduction: The changes to the taxation of trusts have had a major impact on all IHT planning, including the uses of life assurance and structuring of wills. The Life Assurance & Pensions Handbook is an essential technical reference guide to these changes. Price: GBP 64.00 Publication Date: June 2008 + Postage and Packaging £6 p&p charged on most books. + Returns policy Books returned within 30 days in original saleable condition. Rate:  0 ratings Audience: Tax Payer ( advanced ) Tax Professional ( intermediate , advanced ) Tax Student ( intermediate , advanced ) Book Format: A5 perfect bound, c.500 pages ISBN: 9781905482276

Description

The Life Assurance & Pensions Handbook is updated every year to reflect developments in taxation and legislation.

It is the acknowledged reference volume not only for the frontline advisers but also for students, researchers, commentators and analysts.

The Handbook explains how policies are structured and taxed, and how they can be used in planning. In addition to life assurance and pensions, it covers annuities, health insurance, trust, protection, key person insurance, mortgages, inheritance tax, investment and consumer issues.

It is the core work of knowledge for those new to the industry and a handy source of reference and information for those already established within it.

Comprehensive information on:

- The taxation of life assurance trusts post Finance Act 2006
- An overview of the CGT changes contained in the Finance Bill 2008
- Use of transferable nil rate bands on death
- IHT planning using life assurance
- Lump sum IHT planning
- Tax treatment of life cover
- Business insurance issues
- Post A-Day pensions rules
- Post A-Day planning
- Pre-owned assets tax
- Civil Partnership Act
- Gender Recognition Act

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AUTHOR(S)

• APFS, ATT, TEP Chartered Financial Planner Brian Murphy

  Brian Murphy is Senior Financial Planning Manager at AXA Sun Life. He joined the company from school and after being involved in a variety of roles in his early career, has spent the last 26 years delving into the murky world of UK personal taxation and trust law. He writes regularly in the trade press on personal taxation and trust-related issues and also lectures widely to IFAs, solicitors and accountants on these subjects. He is the joint author of both the 12th and 13th editions of Houseman and Davies' Law of Life Assurance. He is a member of the ABI Life Product Taxation Committee.

PUBLISHER

Taxbriefs
Taxbriefs has been at the forefront of financial publishing for over 30 years. It boasts a broad portfolio of newsletters, books and other publications writen by and for the intermediary market and its customers.