International Private Wealth Tax Planning in the UK and the US

International Private Wealth Tax Planning in the UK and the US PDF Author: Robert Lee Williams
Publisher: Tolley
ISBN: 9780754526216
Category : Tax planning
Languages : en
Pages :

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Book Description
This major text provides the latest estate planning options under the major US tax acts in 2001 and 2003 - which have significantly changed US unilateral and US/UK integrated (including treaty) planning strategies. Comprehensively summarising the ground rules and step by step planning, it also contains alternative structures and practical techniques covering virtually every client planning situation. This essential work also features: A quick reference summary of US and UK tax rules applicable to planning for private net wealth clients with US or UK residence, assets or family A complete summary of available unilateral and treaty planning techniques to avoid US estate tax or UK inheritance tax for clients who are non-domiciliaries of the US or UK, wherever resident throughout the world, as well as optimal income and gains tax planning for foreign trusts with US or UK beneficiaries A comprehensive manual on integrated US and UK tax planning solutions for clients exposed to both US and UK tax. UK tax rules and a roadmap as to how to implement unilateral or integrated US/UK planning for clients - with very significant tax benefits on both sides of the Atlantic.

International Private Wealth Tax Planning in the UK and the US

International Private Wealth Tax Planning in the UK and the US PDF Author: Robert Lee Williams
Publisher: Tolley
ISBN: 9780754526216
Category : Tax planning
Languages : en
Pages :

Get Book Here

Book Description
This major text provides the latest estate planning options under the major US tax acts in 2001 and 2003 - which have significantly changed US unilateral and US/UK integrated (including treaty) planning strategies. Comprehensively summarising the ground rules and step by step planning, it also contains alternative structures and practical techniques covering virtually every client planning situation. This essential work also features: A quick reference summary of US and UK tax rules applicable to planning for private net wealth clients with US or UK residence, assets or family A complete summary of available unilateral and treaty planning techniques to avoid US estate tax or UK inheritance tax for clients who are non-domiciliaries of the US or UK, wherever resident throughout the world, as well as optimal income and gains tax planning for foreign trusts with US or UK beneficiaries A comprehensive manual on integrated US and UK tax planning solutions for clients exposed to both US and UK tax. UK tax rules and a roadmap as to how to implement unilateral or integrated US/UK planning for clients - with very significant tax benefits on both sides of the Atlantic.

Guide to US/UK Private Wealth Tax Planning

Guide to US/UK Private Wealth Tax Planning PDF Author: Robert L Williams
Publisher: Bloomsbury Publishing
ISBN: 1847665098
Category : Law
Languages : en
Pages : 815

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Book Description
This unique book is a concise but complete tax planning manual for those advising high net worth individuals of the UK, US or any other nationality who have UK or US residence, assets or family members. Guide to US/UK Private Wealth Tax Planning covers all the information and legislation you are likely to require when advising clients exposed to both UK and US taxation, providing you with: A quick reference summary of the UK and US rules applicable to your clients; A comprehensive summary of available unilateral and treaty planning techniques to avoid US estate tax or UK inheritance tax for clients who are non-domiciliaries of the UK or US; Optimal income and gains tax planning for foreign trusts with UK or US beneficiaries; Integrated UK and US tax planning solutions for clients exposed to both UK and US tax. Previous edition ISBN: 9781845920272

The Principles Of International Tax Planning

The Principles Of International Tax Planning PDF Author: Roy Saunders
Publisher:
ISBN: 9788171944927
Category :
Languages : en
Pages : 328

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Book Description
The book is based around a case study of a fictitious Italian family with an abundance of personal and corporate tax issues. The work is presented in ten chapters, each covering a specific principle of international tax planning, such as Is the advice lawful? and Why are trusts useful in tax planning? Each chapter is split into two distinct sections. The first section analyses the law applicable to the principle in question, and the second puts this into context by reference to the case study. Accountants, bankers, lawyers, students, tax advisers and managers of trust companies will benefit from studying The Principles of International Tax Planning, either in depth or as a useful reference book. Because the book has been written by a firm specializing in International taxation, it considers the same questions and issues from the perspective of a number of different jurisdictions, such a France, Italy, South Africa, Switzerland, the UK and the US. Whether you are just interested in international tax, or whether international tax is your livelihood, your horizons will be broadened by reading this book, and you will have fun while doing so!

Practical International Tax Planning

Practical International Tax Planning PDF Author: Marshall J. Langer
Publisher:
ISBN:
Category : Tax havens
Languages : en
Pages : 1626

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Book Description


Tax Planning for Foreign Investors in the United States

Tax Planning for Foreign Investors in the United States PDF Author: Adam Starchild
Publisher: Springer
ISBN: 9789401744744
Category : Business & Economics
Languages : en
Pages : 153

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Book Description
If you arenot a citizen or resident of the United States (U.S.) and you are contemplating either making or expanding an investment in the U .S., either for yourself as an individual or for a business, you arenot alone. The U.S. is the country of first choice for many foreign investors. This is due to the fact that the U.S. offers foreign investors many advantages, some ofwhich are in short supply in today's world. The primary advantage that the U.S. affords foreign investorsisthat it endorses the economic concept of free enterprise. While it is true that the Federal and state governments have interfered with the private economy to some extent, the prevailing economic philosophy in the U .S. remains laissez faire. History has taught the U.S. that the market place allocates the finite resources of a country betterthan the government, and the advantagesoftbis philosophy have not been overlooked by foreign investors. Another attractive feature of the U .S. as an investment site is its political stability. The present form of constitutional government has presided for over 200 years, and this history provides foreign investors with a measure of security which is absent elsewhere.

International Tax Planning

International Tax Planning PDF Author: Dennis Campbell
Publisher: Springer
ISBN:
Category : Business & Economics
Languages : en
Pages : 384

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Book Description
The authors of International Tax Planning are tax specialists representing both high-tax and low-tax jurisdictions. They address tax issues that impact business enterprises as well as individuals, presenting a sampling of issues, each addressed by a commentator whose practice deals directly with such matters on a regular basis. Countries covered are: Austria France Germany Gibraltar Italy, Liechtenstein Spain Switzerland the Netherlands Netherlands Antilles U.S.A The reader will find a wealth of useful information, not only on the complexity of international taxation, but also its potential for the resolution of conflicts and the mitigation of unfair tax burdens through amortization and international cooperation.

International Tax Planning UK Companies and Partnerships

International Tax Planning UK Companies and Partnerships PDF Author: Martin Palmer
Publisher:
ISBN: 9781784730505
Category : Holding companies
Languages : en
Pages : 0

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Book Description
This book describes how UK companies and partnerships can be used to receive various kinds of investment and trading income from outside the UK at acceptable or even zero levels of UK taxation. In describing these possibilities, the authors consider current law and regulation in the UK as well as international law. This book will be particularly relevant to lawyers, accountants, trust companies and their business clients in many countries including the UK and Europe, Russia, South America, as well as the UK's overseas territories.

International Tax Planning Using UK Companies

International Tax Planning Using UK Companies PDF Author: Martin Palmer
Publisher: Jordans Pub
ISBN: 9781846612688
Category : Law
Languages : en
Pages : 209

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Book Description
International Tax Planning Using UK Companies expands and updates UK International Holding Companies. The book examines the potential of the UK company as an offshore vehicle for use by offshore trust companies, entrepreneurs, finance directors and their lawyers and accountants. It also assesses the international tax planning opportunities of the new foreign dividend exemption introduced in July 2009 which further consolidate the UK's standing as one of the most tax-efficient corporate domiciles. In addition the book examines the substantial shareholder exemption introduced for capital gains (first introduced in 2002) as well as the tax benefits of the UK company as an international trading company and as a recipient of various kinds of non-UK source revenue. It also explains the relevant EU and UK legislation, the operation of double tax treaties, and case study examples illustrating offshore tax planning possibilities using UK companies. Also includes:• Foreign withholding taxes• The new taxation exemption for foreign dividends with reference to the new inclusion of capital dividends• Company residence, including reference to the 2010 UK Court of Appeal case of Smallwood• UK withholding tax and UK dividends, royalties and interest payments• Tax exemption for capital gains• Anti-avoidance, including reference to the UK Thin Capitalisation GLO• Other uses of UK companies, LLPs and Limited Partnerships in international tax planning• UK trusts and trustees• UK company formation and administration with updates arising from the UK Companies Act 2006Appendices include full text of the foreign dividend and substantial shareholder exemptions.International Tax Planning Using UK Companies is essential reading for corporate and tax lawyers and accountants in the UK and overseas, finance directors of large UK overseas companies, and offshore trust companies.

Trust Taxation

Trust Taxation PDF Author: Emma Chamberlain
Publisher:
ISBN: 9780414043350
Category : Trusts and trustees
Languages : en
Pages : 1679

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Book Description
Trust Taxation covers the taxation of UK resident and non-resident trusts explaining in detail the income tax, capital gains tax and inheritance tax treatment of the various different types of trusts. The book covers the tax consequences of creating and ending a trust, as well as the tax issues to consider during the lifetime of each type of trust and on distributions to beneficiaries. Part 1 contains an overview of trust law including recent case law on Hastings Bass, the categorisation of foreign entities, the new domicile and residence proposals and case law on residence and domicile generally. It also summaries the tax rules for foreign domiciliaries. Parts 2 to 4 explain the relevant legislation in detail as it relates to trusts, including discussion of entrepreneurs' relief, rollover relief, reservation of benefit, excluded property and relevant property trusts. Part 5 deals with special situations, including the family home, chattels, employee benefit trusts, pilot trusts, bare trusts, disabled trusts, will drafting, variations, business property relief and agricultural property relief, divorce and trusts.

Preparing for an Aging World

Preparing for an Aging World PDF Author: National Research Council
Publisher: National Academies Press
ISBN: 0309170877
Category : Social Science
Languages : en
Pages : 326

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Book Description
Aging is a process that encompasses virtually all aspects of life. Because the speed of population aging is accelerating, and because the data needed to study the aging process are complex and expensive to obtain, it is imperative that countries coordinate their research efforts to reap the most benefits from this important information. Preparing for an Aging World looks at the behavioral and socioeconomic aspects of aging, and focuses on work, retirement, and pensions; wealth and savings behavior; health and disability; intergenerational transfers; and concepts of well-being. It makes recommendations for a collection of new, cross-national data on aging populationsâ€"data that will allow nations to develop policies and programs for addressing the major shifts in population age structure now occurring. These efforts, if made internationally, would advance our understanding of the aging process around the world.