Tolley's Inheritance Tax Planning 2014-15

Richard Dew, Toby Boutle, Georgia Bedworth, Leon Pickering, the team at Ten Old Square (Autoren)

Buch | Softcover

384 Seiten

2014 | New edition
Tolley (Verlag)
978-0-7545-4926-0 (ISBN)

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This ground-breaking book provides expert IHT planning advice and ways which firms can sell IHT planning to clients. It 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.

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.

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

Erscheint lt. Verlag	25.9.2014
Reihe/Serie	Tolley's Tax Planning Series
Verlagsort	London
Sprache	englisch
Maße	150 x 228 mm
Gewicht	560 g
Themenwelt	Recht / Steuern ► EU / Internationales Recht
	Recht / Steuern ► Steuern / Steuerrecht ► Erbschaftsteuer / Schenkungsteuer
	Wirtschaft ► Volkswirtschaftslehre ► Wirtschaftspolitik
ISBN-10	0-7545-4926-7 / 0754549267
ISBN-13	978-0-7545-4926-0 / 9780754549260
Zustand	Neuware