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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.
