Tolley's Inheritance Tax Planning 2016-17
Published on 19. September 2016
Book
Paperback/Softback
384 pages
978-0-7545-5072-3 (ISBN)
Description
Shortlisted for the STEP Private Client Book of the Year (STEP Private Client Awards 2007), this ground-breaking book provides expert IHT planning advice and ways in which firms can sell IHT planning to clients.
Its transaction-based approach presents tax planning strategies for the many different types of client you advise in practice - whether they are individuals, married or unmarried couples, clients in second marriages etc. with recommendations tailored to their particular wealth bracket.
This practical guide contains worked examples and case studies throughout to help the practitioner know what life-time planning, drafting tax-effective wills, post-death planning, trusts, pre-owned assets and chattels strategies mean for their client.
Its transaction-based approach presents tax planning strategies for the many different types of client you advise in practice - whether they are individuals, married or unmarried couples, clients in second marriages etc. with recommendations tailored to their particular wealth bracket.
This practical guide contains worked examples and case studies throughout to help the practitioner know what life-time planning, drafting tax-effective wills, post-death planning, trusts, pre-owned assets and chattels strategies mean for their client.
More details
Series
Edition
New edition
Language
English
Place of publication
London
United Kingdom
Publishing group
LexisNexis UK
Target group
Professional and scholarly
Private client tax practitioners - sole/mid-tier tax and accountancy segments; Lawyers involved in lifetime succession and inheritance tax planning; Banks and large law firms through 'wealth management' offering
Edition type
New edition
Dimensions
Height: 228 mm
Width: 150 mm
ISBN-13
978-0-7545-5072-3 (9780754550723)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Other editions
Previous edition
Richard Dew | Toby Boutle | Georgia Bedworth
Tolley's Inheritance Tax Planning 2014-15
(Part of the Tolley's Tax Planning Series)
Book
09/2014
Tolley
€193.13
Shipment within 15-20 days
Content
The Scheme of Inheritance Tax; Overseas Issues; Lifetime Transfers and Exemptions; Death - Transfers and Exemptions; Reliefs; Classification and General Treatment of Trusts; Special Trusts; Gifts with Reservation; Pre-owned Assets; Planning; Individuals; Married Couples without Children; Married Couples with Children/Grandchildren; Unmarried Couples; Second Marriages; Matrimonial Breakdown; High net worth individuals and couples; Planning and the family home; Chattels; Inheritance tax on Pensions and Life Insurance Passing on Business and Agricultural interests; Managing the Estate; Tax efficient Will Drafting; Variations, Disclaimers and Will Trusts