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Financial Planning with Trusts 2021-22

ISBN13: 9781912386444
Previous Edition ISBN: 9781912386338
Published: July 2021
Publisher: Claritax Books
Country of Publication: UK
Format: Paperback
Price: £125.00

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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, it 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.

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.

The 2021-22 edition has been thoroughly updated once more, with all tax rates, allowances and exemptions adjusted as appropriate. The new edition also includes: full analysis of the Supreme Court decision in the Steveley case, and the IHT impact re pension transfers; further consideration of avoiding problems when a trustee becomes mentally incapacitated; updated trust disclosure requirements; etc.

First principles
Taxation of trusts - general principles
IHT planning
International aspects
Wills, probate and powers of attorney
Financial protection on death
The private business
Residential property
Other uses of trusts - chattels, asset protection, reducing care costs, personal injury, trusts for the disabled and vulnerable
Compliance and administration

Series: Claritax Specialist Tax Annuals

Capital Allowances 2022-23 ISBN 9781912386666
Published April 2022
Claritax Books
A-Z of Plant & Machinery 2022-23 ISBN 9781912386673
Published April 2022
Claritax Books
Property Investment 2021-22 ISBN 9781912386475
Published November 2021
Claritax Books
Advising British Expats: Tax Compliance and Planning 2021-22 ISBN 9781912386482
Published October 2021
Claritax Books
Pension Tax Guide 2021-22 ISBN 9781912386437
Published September 2021
Claritax Books
A-Z of Plant & Machinery 2021-22 ISBN 9781912386383
Published May 2021
Claritax Books
Out of print