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Financial Planning with Trusts

Financial Planning with Trusts
By John Woolley

Adviser Business Review has arranged for our readers to obtain 10% off the retail price of this book – normally £98.50. Simply go to the Claritax Books website and use the code FP10PC.

Written by Technical Connection’s John Woolley, this 546-page book looks at a wide range of topical tax and financial planning strategies using trusts, and demonstrates the effective use of different trusts to meet financial and tax planning objectives.

The 2015-2016 version has been updated to include material arising from the 2015 March and July Budgets, including:

• new pension opportunities for paying death benefits;

• estate planning using by-pass trusts of flexi-access pensions;

• updated IHT planning strategies;

• impact of new government provisions on GAAR, DOTAS and FATCA;

• planning for new rules on care provision in England & wales;

• use of trusts to enhance benefits of life assurance based investments and protection policies, and collective investments.

To read a trust user’s review of this book CLICK HERE.

See also the Pension Tax Guide – where we’ve also arranged for a 10% discount on the normal price of £94.50 for our readers.

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