Simon's Taxes

Simon's Taxes PDF Author: John Allsebrook Simon Simon (1st viscount)
Publisher:
ISBN:
Category : Capital gains tax
Languages : en
Pages : 0

Get Book Here

Book Description

Simon's Taxes

Simon's Taxes PDF Author: John Allsebrook Simon Simon (1st viscount)
Publisher:
ISBN:
Category : Capital gains tax
Languages : en
Pages : 0

Get Book Here

Book Description


Tolley's Inheritance Tax Planning

Tolley's Inheritance Tax Planning PDF Author: Michael Waterworth
Publisher:
ISBN:
Category : Inheritance and transfer tax
Languages : en
Pages : 0

Get Book Here

Book Description


Wealth Management Planning

Wealth Management Planning PDF Author: Malcolm James Finney
Publisher: John Wiley & Sons
ISBN: 0470742313
Category : Business & Economics
Languages : en
Pages : 588

Get Book Here

Book Description
Wealth Management Planning addresses the major UK tax issues affecting wealth management planning for both the UK domiciled and non-UK domiciled individual. It explains, with numerous worked practical examples, the principles underpinning the three main taxes: income tax; capital gains tax; and inheritance tax. It is aimed at those involved in providing advice in the field of wealth management planning including solicitors, accountants, financial planners, private bankers, trustees, students of tax and law and the layman seeking in depth knowledge. The recent Finance Acts 2006 and 2008, in particular, have modified significantly the tax rules in key areas applicable to wealth management planning. These new tax rules are all addressed in detail in this book and include the pre and post Finance Act 2006 inheritance tax treatment of trusts; the new post Finance Act 2008 residence rules; and the new Finance Act 2008 rules applicable to non-domiciled individuals and the tax treatment of off shore trusts. In view of the increasingly international nature of wealth management planning the book attempts to place the UK tax rules in an international context addressing such issues as: the role of wills in the international arena; the implications of the EU; the suitability of off shore financial centres; and the role and use of double taxation agreements. Appendices bring together useful material produced by HMRC and a detailed bibliography for the interested reader is also included. “ This book gives comprehensive coverage to the complicated subject of taxation for Financial Planners. It will be very valuable to all those Financial Planners who wish to extend their learning and reference and desire to meet the needs of clients”. NICK CANN, CHIEF EXECUTIVE OF THE INSTITUTE OF FINANCIAL PLANNING. “ In this book, Malcolm Finney presents a comprehensive summary of the UK tax rules in straightforward language and with many practical examples. It is a notable achievement to put incomprehensible tax legislation into such readily understandable terms; anyone advising on wealth management will find this to be an invaluable guide to the subject”. MALCOLM GUNN, CONSULTANT, SQUIRE, SANDERS & DEMPSEY “ The author demonstrates considerable skill in explaining complicated tax rules in a manner that makes them easy to assimilate and understand. The book contains Chapter summaries, useful Appendices and numerous worked examples, which provide a very clear, helpful explanation of some difficult tax rules. The book’s contents cover wide areas of the tax system, and yet provide sufficient technical depth to be a valuable point of reference for those involved in wealth management and financial planning”. MARK McLAUGHLIN, MARK McLAUGHLIN ASSOCIATES, MANAGING EDITOR OF TAXATIONWEB “ A valuable new text explaining the tax treatment applicable to financial planning products and strategies for UK domiciled persons (UK resident or expats) and non domiciled UK residents. This book will be of interest to a wide readership ranging from students of law and tax, the interested layman seeking in depth knowledge and professionals including solicitors, accountants, financial planners, private bankers and trustees. Malcolm is to be commended on distilling a vast amount of detailed material into a logical and well ordered framework”. ANDREW PENNEY, MANAGING DIRECTOR, ROTHSCHILD TRUST CORPORATION LTD “ Malcolm Finney’s book is stimulating, innovative and refreshingly practical. Anyone wanting either a high-level understanding of tax principles involved in wealth management or a deeper insight should read this book”. JACOB RIGG, HEAD OF POLICY, SOCIETY OF TRUST AND ESTATE PRACTITIONERS, ST

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

A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) PDF Author: Chris Whitehouse
Publisher: Jordan Publishing (GB)
ISBN: 9781784731045
Category : Estate planning
Languages : en
Pages : 0

Get Book Here

Book Description
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]

Taxation

Taxation PDF Author:
Publisher:
ISBN:
Category : Taxation
Languages : en
Pages : 1058

Get Book Here

Book Description


Practice Notes on Wills

Practice Notes on Wills PDF Author: David Chatterton
Publisher: Cavendish Publishing
ISBN: 1843140888
Category : Law
Languages : en
Pages : 123

Get Book Here

Book Description
This fourth edition follows the format of previous editions, but is updated to take into account significant new cases and legislation, including the Trusts of Land and the Appointment of Trustees Act 1996 and the Trustee Delegation Act 1999. It also deals in depth with the Trustee Bill 2000.

Taxation of Farmers and Landowners

Taxation of Farmers and Landowners PDF Author: Oliver Stanley
Publisher:
ISBN: 9780406383907
Category : Agriculture
Languages : en
Pages : 354

Get Book Here

Book Description


Multistate and Multinational Estate Planning

Multistate and Multinational Estate Planning PDF Author: Jeffrey A. Schoenblum
Publisher: CCH
ISBN: 9780808092285
Category : Business & Economics
Languages : en
Pages : 2890

Get Book Here

Book Description


Tolley's International Taxation of Upstream Oil and Gas

Tolley's International Taxation of Upstream Oil and Gas PDF Author: John Abrahamson
Publisher: Tolley
ISBN: 9780754558118
Category :
Languages : en
Pages : 410

Get Book Here

Book Description
Why should you buy Tolley's International Taxation of Upstream Oil and Gas Third editionThis title sets out the significant international tax issues for upstream oil and gas operations, and with an emphasis on tax risk management and related tax planning. Readers will develop skills in identifying tax exposures and opportunities, managing tax negotiations, and applying tax planning solutions.The book is intended to benefit accountants, lawyers, economists, financial managers and government officials, and is the first choice for new starters in upstream oil and gas taxation.The book serves as a great introduction to international tax issues relating to upstream oil and gas, enabling the reader to analyse and understand new situations and circumstances.This third edition explains recent key developments, including the changes in United States upstream oil and gas taxation, the implementation of the OECD Base Erosion and Profit Shifting (BEPS) measures, and the application of the 2017 OECD Transfer Pricing Guidelines, together with related practical case study examples.

Tolley's Inheritance Tax Planning

Tolley's Inheritance Tax Planning PDF Author: Michael Waterworth
Publisher: Tolley
ISBN: 9780754531005
Category : Estate planning
Languages : en
Pages : 242

Get Book Here

Book Description
Succession planning is a sensitive subject but approached & managed in a considered way can provide substantial tax savings for the client. This book is divided into two parts covering lifetime planning & post-death planning. It covers a range of issues such as birth, marriage, divorce, death, starting or developing a business, & more.