Description
"?This is a book that people will not just buy. They will actually read it and profit from it"
STEP Journal, 2005
"...readable and well set out. Illustrative examples are used throughout"
Trusts & Estates, 2005
Estate Planning for the Middle Income Client 3/ed is a handy, single?volume reference source, designed to help professionals advise the middle income client on appropriate estate planning solutions, as well as how to avoid the pitfalls. Intended to be used in practice, this book is written in an easy-to-read style.
The first section is an introduction to the principles of taxation applicable to wills and settlements for those who are new to this area, or need a reminder. The second section is concerned with tax planning and provides numerous ideas and suggestions for advising clients on how best to save inheritance tax. In addition, the book also gives alternative solutions more suitable for particular clients' needs when saving tax is not the most appropriate course.
Fully updated to include the Finance Act 2008
John Thurston
John Thurston is a solicitor and a member of STEP. He specialises in wills, probate and administration, taxation and trust law and is on the editorial board of the journal, Trust Law International.
Tottel Publishing
Established by some of the most senior figures in the law and tax publishing field, Tottel Publishing is a small, expert publishing house with integrity, a list of unrivalled titles and prestigious service levels.
















