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Financial Planning with Trusts 2018-19

Financial Planning with Trusts 2018-19

written by John Woolley
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Introduction: This substantial work (over 700 pages) looks at a wide range of topical tax and financial planning strategies using trusts.
Category: Capital Gains Tax, Income Tax, Inheritance Tax and Trusts and Estates
Publisher: Claritax Books
Publication Date: July 2018
ISBN: 9781912386109
Description: Popular with tax practitioners and financial advisers alike, this title demonstrates the effective use of different trusts to meet financial and tax planning objectives. The book includes CGT, income tax and IHT planning and also examines the special trust arrangements used in the financial services sector.

Written by a highly qualified and experienced author, this book helps advisers to understand the full implications, advantages and potential disadvantages of using a particular trust.

“Worth its weight in gold … . The contents table is awesome.” (AccountingWeb)


Contents include:
- reasons for using trusts
- different types of trust
- trust fundamentals
- taxation of trusts: general principles
- single premium bonds
- trustee investment strategies
- lifetime IHT planning (cash and investments)
- lump sum IHT plans
- life assurance protection
- business protection and succession
- death benefits under registered pension schemes
- using trusts in wills
- trusts and deeds of variation
- gifts of houses, investment property, chattels
- shares in the family trading company
- excluded property trusts
- offshore trusts
- trusts to avoid probate
- asset protection trusts
- reducing the cost of care
- personal injury trusts
- trusts for the disabled and vulnerable
- relevant life policies
- trusts and the GAAR
- dealing with HMRC
- facilitating adviser charging
- disclosure of trusts and impact of FATCA
- lasting powers of attorney
- family investment companies
- money laundering and the Trust Registration Service
- glossary of trust terms
Delivery: Claritax Books publishes specialist tax titles. Typically, our books cover niche topics in greater depth or take a more practical approach to particular tax issues. Our titles are written for accountants (both in-house and in practice), tax advisers, employers, lawyers and other professionals. Our authors include barristers, solicitors, accountants and other experienced tax specialists.

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