The tax rules in key areas of wealth management planning have been changed by the Finance Acts of 2006 and 2008. The pre and post Finance Act 2006 inheritance tax treatment of trusts, the new post Finance Act 2008 residence rules, and the tax treatment of off shore trusts are addressed in detail in this book.

In view of the increasingly international nature of wealth management planning, the book attempts to place the UK tax rules in an international context addressing such issues as: the role of wills in the international arena; the implications of the EU; the suitability of off shore financial centres; and the role and

A detailed bibliography for the interested reader is also included in the appendices.

The book covers the subject of taxation for financial planners. Financial Planners who wish to extend their learning and reference and desire to meet the needs of clients will benefit from this. Nick Cann is the chief executive of the institute of financial planning.

In this book, Malcolm Finney presents a comprehensive summary of the UK tax rules in straightforward language and with many practical examples. Anyone who advises on wealth management will find this to be an excellent guide to the subject, it is a notable achievement to put incomprehensible tax legislation into such readily understandable terms. The man is a CONSULTANT, SQUIRE, SANDERS, and DEMPSEY.

The author explains complicated tax rules in a way that makes them easy to understand. Chapter summaries, Appendices and worked examples in the book give a very clear, helpful explanation of some difficult tax rules. The book’s contents cover wide areas of the tax system, and yet provide enough technical depth to be a valuable point of reference for those involved in wealth management and financial planning. Mark McLAUGHLIN is theAGING EDITOR OF TAXATIONWEB.

The tax treatment of financial planning products and strategies for UK residents and non-UK residents is explained in a new text. The book will be of interest to a wide range of people including students of law and tax, the interested layman, and professionals including solicitors, accountants, financial planners, private bankers and trustees. Malcolm was praised for distilling a large amount of detailed material into a logical and well ordered framework. Andrew Penney is the Managing Director ofcurbless Trust Corporation.

The book by Malcolm Finney is innovative and practical. Anyone who wants to understand tax principles involved in wealth management should read this book. The head of policy at the Society of Trust and Estate Practice.

That’s right. Taxation for Financial Planners is covered in this book. Many clients need a greater level of support in order to meet their goals and objectives. Financial Planners who wish to extend their learning and reference and desire to meet the needs of such clients will benefit from this book. . Sherman ArtHUR is the owner of Lincoln’s Inn.