Edition 2022-23
Published August 2022
Length ca. 775 pages
Suitable for Accountants, Financial advisers, Trust tax advisers
Price 125 (or see bundle discounts)
ISBN 9781912386611

Financial Planning with Trusts 2022-23


Please note, the 2022-23 edition will be published in August 2022. If you require this book urgently, the previous edition is still available.

This substantial work looks at a wide range of topical tax and financial planning strategies using trusts. Essential for 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 two highly qualified and experienced authors, this book helps readers to grasp the full implications, advantages and potential disadvantages of using a particular trust. The text is supported throughout by statutory references and case law precedents. 

The 2022-23 edition will reflect all recent statutory and case law changes, with examples updated as necessary.

"Worth its weight in gold ... . The contents table is awesome." AccountingWeb review of earlier edition

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

John Woolley LLB, barrister, FCII, CTA (Fellow), TEP is a director of Wooltech Ltd.

Marcia Banner is a Senior Tax and Trust Consultant at Technical Connection Ltd.

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