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Shortlisted for the STEP Private Client Book of the Year (STEP Private Client Awards 2007), this groundbreaking title 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.