Author John Woolley
Edition 2016-17
Published August 2016
Length 589pp
Suitable for Accountants, Financial advisers, Trust tax advisers
Price 98.50
ISBN 9781908545831

Financial Planning with Trusts


This substantial work (see full contents below) looks at a wide range of topical tax and financial planning strategies using trusts. Popular with tax practitioners and financial advisers alike, it demonstrates the effective use of different trusts to meet financial and tax planning objectives. The book includes CGT, income tax and IHT planning and also examines the special trust arrangements used in the financial services sector.

Written by a highly qualified and experienced author, this book helps readers to grasp the full implications, advantages and potential disadvantages of using a particular trust.

"Worth its weight in gold ... . The contents table is awesome." AccountingWeb

"Useful and practical, and it succeeds in explaining complex subjects in a clear and concise way." Taxation

John Woolley LLB, barrister, FCII, CTA (Fellow), TEP is a director of Technical Connection Ltd. Read more here.

New for this edition:

  • New tax rules for dividends: effect on trusts and trustee investments;
  • Planning opportunities arising out of those changes;
  • Revised tax rules for pension death benefits;
  • Comparison of planning using lump sum death benefits in by-pass trusts or flexi-access drawdown;
  • New domicile rules (scheduled to commence on 6 April 2017) and likely effects for excluded property trusts;
  • Proposed new DOTAS regulations: likely impact on trusts in the financial planning sector;
  • IHT 10-year charge and planning to reduce it (critical as many discretionary trusts hit their first 10-year anniversary).

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