Mark McLaughlin, Geoffrey Schindler, Paul Davies and Ralph Ray

Clear illustrations, forms and checklists to use and follow

Worked examples throughout the book

Covers the new provisions governing the allocation of intestate estates

Widely recognised as one of the leading titles in the field, the new edition of this book supplies the latest estate planning techniques and expert know how that will help save inheritance tax. Inheritance tax, trust and estate, legal and accountancy practitioners will all benefit from the specialist advice and practical IHT suggestions. Packed full of the very latest inheritance tax saving planning opportunities, it outlines how to select winning IHT schemes

Mark McLaughlin is a consultant with his own practice, Mark McLaughlin Associates Ltd

Contents

Chapter 1: Introduction and outline;
Chapter 2: Compliance;
Chapter 3: Transferable nil rate band;
Chapter 4: Appropriate will planning;
Chapter 5: Practical aspects of will drafting;
Chapter 6: Husband, wife and civil partner;
Chapter 7: Choice of type of settlement;
Chapter 8: Practical aspects of drafting settlements;
Chapter 9: Transfer and reorganisation of business interests—companies;
Chapter 10: Transfer and reorganisation of business interests—partnerships and other firms;
Chapter 11: The art of giving;
Chapter 12: The use of exemptions;
Chapter 13: Pre-owned assets;
Chapter 14: Life assurance and other insurance schemes;
Chapter 15: Estate planning—business and agricultural property;
Chapter 16: Estate planning—woodland, heritage property and Lloyd’s underwriters;
Chapter 17: Foreign domicile.

Bibliographic detail

ISBN: 978 1 84766 777 9
Publication Date: Feb-12
Format: Paperback + eBook
Availability: In print
List price: £128 + 10% VAT