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Vol 22 No 7 July/August 2017

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This book is now Out of Print.
A new edition has been published, the details can be seen here:
Financial Planning with Trusts 2016-17 isbn 9781908545831

Financial Planning with Trusts 2015-16

ISBN13: 9781908545664
New Edition ISBN: 9781908545831
Previous Edition ISBN: 9781908545565
Published: August 2015
Publisher: Claritax Books
Country of Publication: UK
Format: Paperback
Price: Out of print

This substantial work looks at a wide range of topical tax and financial planning strategies using trusts. In particular, it considers:-

  • how trusts can help with capital gains tax, income tax and inheritance tax planning;
  • some of the special trust arrangements used in the financial services sector; and
  • how different trusts can be used effectively to meet a client’s financial planning objectives.
The book identifies the type of trust that is appropriate in different situations, fully considers any tax implications and looks at appropriate planning angles and potential pitfalls. It is designed to give specific and practical help to advisers who feel that a trust may be appropriate for a client but who wish to know more about the full implications, advantages and potential disadvantages of using a particular trust.

This 2015-16 edition of this popular and practical title includes the following new material:-

  • Overview of new pension opportunities for paying death benefits.
  • Updated analysis and comparison of planning using by-pass trusts or flexi access pensions in estate planning.
  • Updated IHT planning strategies in light of government decision not to proceed with the proposed consultation document trust reforms.
  • Overview of topical financial planning and the impact of new government provisions on GAAR, DOTAS and FATCA.
  • Analysis of likely new rules on care provision in England and Wales that are to be implemented, and their implications for planning action.
  • Comprehensive update on how trusts can enhance the benefits of life assurance based investments, collective investments and life assurance protection policies.
The index has also been re-created from scratch and greatly expanded