Estate Planning for the Middle Income Client

Suitable for professionals called upon to advise on appropriate estate planning solutions, this title provides an explanation of the principles of taxation applicable to wills and settlements. It also contains ideas and suggestions for advising your clients on how best to save inheritance tax. It is updated to Finance Act 2009.

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Now in its 4th edition, this is a handy, single-volume reference source for every professional called upon to advise on appropriate estate planning solutions. It is written in a practical and easy-to-read style. The first part of the book provides an explanation of the principles of taxation applicable to wills and settlements. The second part contains numerous ideas and suggestions for advising your clients on how best to save inheritance tax. This new edition has been updated to Finance Act 2009.