Buch, Englisch, 384 Seiten, Format (B × H): 150 mm x 228 mm, Gewicht: 560 g
(Part of the Tolley's Tax Planning Series)
Buch, Englisch, 384 Seiten, Format (B × H): 150 mm x 228 mm, Gewicht: 560 g
ISBN: 978-0-7545-4926-0
Verlag: LexisNexis UK
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.
Zielgruppe
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
Autoren/Hrsg.
Weitere Infos & Material
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
