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Financial Planning with Trusts 2024-25

Financial Planning with Trusts 2024-25

Financial Planning with Trusts 2024-25

Author: John Woolley; Marcia Banner
Publisher: Claritax Books
ISBN: 9781917167086

Previous Edition ISBN: 9781912386857
Published In: August 2024
Format: Paperback
Jurisdiction: U.K. ? Disclaimer:
Countri(es) stated herein are used as reference only

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Description
Contents

Details

This substantial work looks at a wide range of topical tax and financial planning strategies using trusts.

Essential for tax practitioners and financial advisers alike, the book 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.

Examples of the topics covered include (among many others) lifetime IHT planning; family investment companies as alternatives to trusts; offshore trusts; trusts and deeds of variation; trustee investment strategies; death benefits under registered pension schemes; by-pass trusts; asset protection trusts; personal injury trusts; money laundering and the Trust Registration Service.

Written by two highly qualified and experienced authors, this book helps readers to grasp the full implications, advantages and potential disadvantages of using a particular trust. The text is supported throughout by statutory references and case law precedents.

First principles

Taxation of trusts – general principles

Inheritance tax planning

International aspects

Wills, probate and powers of attorney

Trusts to provide financial protection on death

Investments

Pensions

Trusts and the private business

Trusts for residential property

Other uses of trusts

Compliance and administration

Glossary

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