A Modern Approach to Lifetime Tax Planning for Private Clients (With Precedents)

Whitehouse, Christopher; King, Lesley

ISBN 10: 1784731048 / ISBN 13: 9781784731045

Published by Jordans Pub, 2016

About this Item

A Modern Approach to Lifetime Tax Planning for Private Clients (With Precedents), 2nd Edition, by Christopher Whitehouse (Barrister, 5 Stone Buildings) and Professor Lesley King (University of Law). Jordan Publishing, 2016. Hardcover, 718 pages, with companion CD-ROM.

A specialist practitioner reference covering lifetime tax planning for private clients, with precedents, including coverage of the Residential Nil Rate Band, Taxation of Pensions Act 2015, and Inheritance and Trustees' Powers Act 2014.

Condition: Good. Complete with original CD-ROM. Interior pages in like-new condition. External corners of the book show some flattening/bumping. Tax content reflects law as of 2016; readers should cross-reference current legislation for practical use.

Seller Inventory # ABE-1787760595372

Bibliographic Details

• Title: A Modern Approach to Lifetime Tax Planning for Private Clients (With Precedents)
• Publisher: Jordans Pub
• Publication Date: 2016
• Language: English
• ISBN 10: 1784731048
• ISBN 13: 9781784731045
• Binding: Hardcover
• Edition: 2nd Edition
• Condition: Very Good
• Dust Jacket Condition: No Jacket
• Dimensions: 16.51W x 25.4H x 4.45D centimeters 16.51 centimeters width by 25.4 centimeters height by 4.45 centimeters depth
• Weight: 1270 grams

About this title

Synopsis

A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) deals with the legal aspects of tax planning for private clients. It is a companion volume to the popular A Modern Approach to Wills, Administration and Estate Planning (with Precedents). This work begins by looking at the essential legal framework of giving and tax law through a combination of detailed and authoritative commentary, worked examples and precedents. It then examines specific topics including: trusts and settlements, the family, and looks at particular assets such as the family home, CGT main residence relief, chattels, businesses and farms, investments, and insurance based products. It then goes on to examine tax planning using statutory reliefs and exemptions including joint ownership of land/sharing arrangements, gifts for family maintenance, normal expenditure out of income and charitable giving. This new edition includes: * Introduction of the Residential Nil Rate band (Finance (No 2) Act 2015) * Effect of the Taxation of Pensions Act 2015 * The impact of the Inheritance and Trustees Powers Act 2014 * Changes to IHT charges on relevant property trusts * Full text of the STEP Standard Provisions and STEP Investment Policy The authors' narrative commentary is supplemented by numerous precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary. [Subject: Tax Law, Inheritance Law]