0 items £0.00

Financial Planning with Trusts 2019-20

Financial Planning with Trusts 2019-20

written by John Woolley and Marcia Banner
Add to basket
Introduction: This substantial work (over 750 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: June 2019
ISBN: 9781912386154
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 two highly qualified and experienced authors, 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:
- First principles
- Taxation of trusts
- IHT planning
- International aspects
- Wills, probate, powers of attorney
- Financial protection on death
- Investments
- Pensions
- Trusts and the private business
- Residential property
- Other uses of trusts (chattels, asset protection, care costs, personal injury, the disabled and vulnerable)
- Compliance and administration
- Glossary
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.

We charge £4 for p&p in the UK, but with no charge for UK orders over £100. Overseas rates £10 per order for EU and £20 for RoW.

We will normally call to take payment before posting books.

A replacement book will be supplied free of charge if any item is received damaged, as long as written notification (by post or email) is given within seven working days. We may ask you to return the original copy in which case we will refund the postage for so doing. Orders may be cancelled without charge if the books have not yet been despatched. Once books have been posted, any refunds will be at the discretion of the company and may be reduced by a handling charge.