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Tax Efficient Retirement Planning, 2nd edition

Tax Efficient Retirement Planning, 2nd edition
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Tax Efficient Retirement Planning, 2nd edition

Gavin Moffat and Alec Ure

  • Includes detailed information on the taxation of pension benefits and retirement planning for high net worth individuals and UK pension tax legislation and HMRC practice on pension schemes

    This book navigates you through the latest UK pension tax legislation and HMRC practice. It outlines the major tax rules applicable to registered pension schemes and supplies the technical information you'll need when advising high net worth individuals.

    Since the publication of the last edition there have been further changes, covering a wider category of 'high earners' and focusing on tax avoidance and overseas matters.

    Contents

    Part One - The pension tax rules:
    1 Introduction;
    2 Registration, providers and membership;
    3 Tax reliefs on contributions and assets, and tax charges;
    4 Benefit rules;
    5 Investment rules;
    6 Transfers;
    7 Reporting;
    Part Two - Main considerations for high earners:
    8 Introduction;
    9 Transitional protection;
    10 Tax planning;
    Part Three - Overseas considerations:
    11 Overseas considerations;
    Part Four - Tax charges and disclosure of tax avoidance schemes:
    12 Tax charges and disclosure of tax avoidance schemes.

    Bibliographic detail

    ISBN: 978 1 84766 929 2
    Publication Date: Jul-12
    Format: Paperback
    Availability: In print
    List price: £95




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