Practical Financial Planning with Trusts – Woolley and Banner

Practical Financial Planning with Trusts - Woolley and Banner explains the effective use of different trusts to meet financial and tax planning objectives. The service includes CGT, income tax and IHT planning and also examines the special trust arrangements used in the financial services sector.

The commentary is maintained by John Woolley LLB, barrister, FCII, CTA (Fellow), TEP and Marcia Banner.

If you have any feedback on any aspect of Practical Financial Planning with Trusts - Woolley and Banner, please click here to email the Croner-i team. 

ABOUT THIS SERVICEABOUT THIS SERVICE
FIRST PRINCIPLESFIRST PRINCIPLES
TAXATION OF TRUST – GENERAL PRINCIPLESTAXATION OF TRUST – GENERAL PRINCIPLES
INHERITANCE TAX PLANNINGINHERITANCE TAX PLANNING
INTERNATIONAL ASPECTSINTERNATIONAL ASPECTS
WILLS, PROBATE AND POWERS OF ATTORNEYWILLS, PROBATE AND POWERS OF ATTORNEY
TRUSTS TO PROVIDE FINANCIAL PROTECTION ON DEATHTRUSTS TO PROVIDE FINANCIAL PROTECTION ON DEATH
INVESTMENTSINVESTMENTS
PENSIONSPENSIONS
TRUSTS AND THE PRIVATE BUSINESSTRUSTS AND THE PRIVATE BUSINESS
TRUSTS FOR RESIDENTIAL PROPERTYTRUSTS FOR RESIDENTIAL PROPERTY
OTHER USES OF TRUSTSOTHER USES OF TRUSTS
COMPLIANCE AND ADMINISTRATIONCOMPLIANCE AND ADMINISTRATION
GLOSSARYGLOSSARY

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