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CII Library | Book | Published 2015
A comprehensive, single volume guide to the taxation of trusts and estates, including numerous worked examples and extensive references to source material and case law. The third edition has been updated for legislative and other changes up to 18 November 2015 (the date of Royal Assent to Fi...
CII Library | Book | Published 2015
A collection of the following "easy steps" guides: "Income tax calculations" ; "Inheritance tax calculations" ; "The taxation of trusts". Relevant calculations are based on the 2015/16 tax year.
CII Library | Book | Published 2015
Trusts and Estates covers the tax planning opportunities, pitfalls and compliance issues involved in starting, running or ending a trust, or dealing with a deceased estate. With a new chapter on trusts for disabled persons and vulnerable beneficiaries, the 2015/16 edition also covers the fol...
Technical articles | 09 Dec 2014
This is the fourth and final article in the series of articles on HMRC's proposals to simplify the calculation of inheritance tax (IHT) in respect of the ten-year anniversary (periodic) and exit charges on relevant property trusts established on or after 7 June 2014.
09 Dec 2014
This is the fourth and final article in the series of articles on HMRC's proposals to simplify the calculation of inheritance tax (IHT) in respect of the ten-year anniversary (periodic) and exit charges on relevant property trusts established on or after 7 June 2014.
25 Nov 2014
This is the third in the series of articles on HMRC's proposals to simplify the calculation of inheritance tax (IHT) in respect of the ten-year anniversary (periodic) and exit charges on relevant property trusts established on or after 7 June 2014.
28 Oct 2014
This is the second in a series of articles on HMRC's proposals to simplify the calculation of inheritance tax (IHT) in respect of the ten-year anniversary (periodic) and exit charges on relevant property trusts established on or after 7 June 2014.
30 Sep 2014
About a year ago we considered the subject of joint life protection policies in the light of the decision in Lim and others v Walia [2012], EWHC 4187(Ch) which caused considerable consternation amongst life assurance practitioners. Well, the Court of Appeal has now reversed that decision an...
30 Sep 2014
This is the first in a series of articles on HMRC's proposals to simplify the calculation of IHT in respect of the IHT periodic and exit charges on relevant property trusts established on or after 7 June 2014.
 

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