Tolley's Inheritance Tax Planning 2011-12

An ongoing ground-breaking publication, Tolley’s Inheritance Tax Planning has been providing expert inheritance tax advice for years and 2007 saw it shortlisted for the STEP Private Client of the Year (STEP Private Client Awards 2007).

Utilising its trusted transaction-based approach, Inheritance Tax Planning guide offers inheritance investment advice and guidance on cultivating planning strategies to suggestions on how firms can sell IHT planning to clients.

Key benefits of Tolley’s Inheritance Tax Planning 2011-12:

• This edition of Tolley’s Inheritance Tax Planning considers the impact that the integration of different tax laws might have on clients across various wealth brackets
• Benefits from worked examples, case studies and commentary from an expert editorial team
• Tolley’s Inheritance Tax Planning helps practitioners tailor advice to the many different clients they might see, from individuals, married or unmarried couples, clients in second marriages, and more
• Directs practitioners in what life-time planning, drafting tax-effective wills, post-death planning, trusts, pre-owned assets and chattels strategies means for their clients

What's New to Tolley's Inheritance Tax Planning 2011-12 edition:

• New chapter on Tax Avoidance - including the requirements for disclosing tax avoidance schemes
• Charitable/philanthropic giving and the Budget's alteration to the IHT rate where there are gifts of over 10% to charity
• Further information on Pilot Trusts
• Tolley’s Inheritance Tax Planning includes changes for non-domicilaries – including the provisions in the Budget

Reviews:

"Gives a clear and concise practical overview of a complex topic… The range of coverage of the technical aspects of inheritance tax is good… the discussion of the underlying legal priciples is cogent and clear… The clarity of the text is to be commended… this book has much to recommend it as a user-friendly, practical approach to an important and technical body of law.”
STEP Journal