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Estate Planning for the Middle Income Client 2nd Edition

Only £67.50
Estate Planning for the Middle Income Client 2nd Edition
Estate Planning for the Middle Income Client 2/ed

Written by John Thurston

Now in its 2nd edition, this is a handy, single-volume reference source for every professional called upon to advise on appropriate estate planning solutions.

The most appropriate estate planning solutions for the middle income client at your fingertips.

Increased house prices - big impact

The continued rise in house prices means many more people are now seeking advice on how best to moderate their inheritance tax bill. This practical book provides professional advisers with the information they need to ensure their clients tax liabilities are kept to a minimum.

This essential single-volume reference guide helps professionals recommend the most appropriate estate planning solutions. The first section provides an invaluable introduction to the principles of taxation applicable to wills and settlements for those who are new to this area, or need a reminder.

Section two 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 suitable for needs when saving tax is not appropriate.

Whether you are a solicitor, accountant, independent financial advisor or will writer, this book will prove an invaluable asset to your business.

Bibliographic detail

ISBN/ISSN: 1845924878
ISBN 13 Digit: 978 1 84592 487 4
Publication Date: Aug 2007
Format: Paperback
Availability: In Print
List price: £67.50

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Paperback - ISBN 1845924878 / 9781845924874 - £67.50 VAT Free

 

  • Description
  • Reviews
Contents
  1. Introduction - Basic Principles
  2. Inheritance Tax - Introduction
  3. IHT on Death
  4. IHT on PETs
  5. Immediate Post Death Interests, Trusts for Disabled Persons and Trusts for Bereaved Minors
  6. IHT on Creation of Trusts Apart from Immediate Post Death Interests, Trusts for Disabled Persons and Trusts for Bereaved Minors
  7. IHT While Trust Subsists - All Trusts Apart from Immediate Post Death Interests, Trusts for Disabled Persons and Trusts for Bereaved Minors
  8. IHT on Immediate Post Death Interests
  9. Capital Gains Tax
  10. CGT On Trusts Apart from Immediate Post Death Interests, Trusts for Bereaved Minors and Trusts for Disabled Persons
  11. CGT on Settlements - Immediate Post Death Interests, Trusts for Bereaved Minors and Trusts for Disabled Persons
  12. Income Tax
  13. Trusts for Bereaved Minors
  14. Other Special Types of Trusts
  15. Anti-avoidance Provisions
  16. When to Use Settlements and Which Type
  17. Perpetuities and Accumulations
  18. Overview to Part II
  19. Lifetime Gifts and the Use of the Exemptions
  20. CGT and Lifetime Gifts
  21. Tax Treatment of Pre-owned Assets
  22. Lifetime Tax Planning Schemes
  23. The Family Home and Lifetime Tax Planning
  24. Life Assurance
  25. Tax-efficient Will Drafting
  26. Survivorship Clauses
  27. Second or More Marriages, Cohabitees
  28. Property Abroad
  29. The Family Company
  30. Farmhouses
  31. What Advice should be Given to Clients?
 
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