Author John Woolley
Edition 2018-19
Published 23 July 2018
Length 713pp
Suitable for Accountants, Financial advisers, Trust tax advisers
Price 115 (or see bundles page)
ISBN 9781912386109

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. The text is supported throughout by statutory references and case law precedents.

"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 Technical Connection Ltd. Read more here.

New for this 2018-19 edition:

  • New chapter on the use of family investment companies;
  • New chapter exploring the pros and cons of using QNUPS as a form of retirement planning;
  • New chapter on the requirement of different trusts to register under the Trust Registration Service;
  • Expanded coverage of the money laundering provisions;
  • Updated commentary on the impact of the new non-domicile tax provisions on planning with offshore trusts;
  • Entire commentary, and all examples, reviewed and updated as appropriate.