Hutton Updates
Hutton Updates

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Book
 2 - Inheritance Tax Mitigation: The Basics
 

Why buy this one...?

The professional adviser (or, indeed, taxpayer) faces a bewildering choice of books available, with plenty already on the market. So why has this been written and why should you buy it?  See also the reviews and subscribers' comments below.   

Because:

  • In appealing to both beginner and experienced adviser, it sets out the legislative and case law background while pinpointing the problem areas and offering practical solutions;
  • It offers monthly updating on new developments as they occur;
  • It is easy to read and to find one's way about; and
  • It comes at an affordable price.

The aim is to enable both the professional adviser to give clear practical advice and for the lay client to assess and respond to their own position (and to weigh up the benefit of professional advice).

This Book will tell you:

  • What everyone concerned about the prospective burden of IHT should now be doing on a regular basis in terms of 'basics'.
  • How to respond proactively to the FA 2006 IHT bombshell for trusts.
  • What sensible options are available for lifetime planning with the family home.
  • How the business proprietor should be thinking of passing on the family business.
  • Tax planning for the farmer, including the vexed question of the farmhouse.
  • What to do with chattels, investments, insurances and pensions.
  • How to bring the spouse, civil partner (or partner) and the children into the picture - or not, as the case may be!
  • The tax implications of leaving and coming to the UK.
  • Tax efficient Wills and post-death planning.
  • How to keep on the right side of Her Majesty's Revenue & Customs.

and a good deal more!

 

Contents

Preface
Contents

Tables of Cases, Statutes, Statutory Instruments & Other Material

  
1. The Scope of the Book: Estate Planning Introduced 13. The Family Unit
2. Inheritance Tax Mitigation: The Basics 14. Heritage Property
3. Making Gifts: Outright or Protected? 15. Leaving the UK
4. Trusts: Tax-Efficient Management 16. Non-UK Domiciliaries Living in the UK
5. The Family Home(s) 17. Offshore Trusts and Companies
6. The Family Business 18. Wills
7. Farms and Woodlands 19. Post-death Planning
8. Chattels 20. Compliance
9. Investments  21. Making a Plan - and Keeping it Under Review
10. Life Assurance   
11. Pensions Appendices
12. Charitable Giving  Index

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Key Features

  • 21 self-contained Chapters
  • Tips and traps scattered throughout the text
  • Copious worked examples
  • Most Chapters begin with an overview and end with a checklist
  • Clear headings to all the subchapters and paragraphs
  • You can view Chapter 2 as a sample chapter online before you buy.