Description
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, trusts, protection, key person insurance, mortgages, inheritance tax, investment and consumer issues.
It is a core work of knowledge for those new to the industry and a handy source of reference and information for those already established within it.
About the author
Brian Murphy ACII, APFS, ATT, TEP Chartered Financial Planner 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.
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 pension rules
• Post A-Day planning
• Pre-owned assets tax
• Civil Partnership Act
• Gender Recognition Act
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.
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.
