Woolley and Banner on Financial Planning with Trusts
- WOOLLEY AND BANNER ON FINANCIAL PLANNING WITH TRUSTS – 2019–20
- ABOUT THE AUTHORS
- FIRST PRINCIPLES
- TAXATION OF TRUST – GENERAL PRINCIPLES
- INHERITANCE TAX PLANNING
- INTERNATIONAL ASPECTS
- WILLS, PROBATE AND POWERS OF ATTORNEY
- TRUSTS TO PROVIDE FINANCIAL PROTECTION ON DEATH
- TRUSTS AND THE PRIVATE BUSINESS
- TRUSTS FOR RESIDENTIAL PROPERTY
- OTHER USES OF TRUSTS
- COMPLIANCE AND ADMINISTRATION
This substantial work looks at a wide range of topical tax and financial planning strategies using trusts. Woolley and Banner on Financial Planning with Trusts demonstrates 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.
Written by a highly qualified and experienced author, this service helps readers to grasp the full implications, advantages and potential disadvantages of using a particular trust.
"Worth its weight in gold ... . The contents table is awesome." – AccountingWeb review of earlier edition
"Useful and practical, and it succeeds in explaining complex subjects in a clear and concise way." – Taxation review of earlier edition
About the authors:
John Woolley LLB, barrister, FCII, CTA (Fellow), TEP is a director of Technical Connection Ltd.
Marcia Banner is a Senior Tax and Trust Consultant at Technical Connection Ltd.