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Trust Taxation and Private Client Tax Planning

Trust Taxation and Private Client Tax Planning
5th Edition
ISBN:  9780414059900
Published by:  Sweet & Maxwell
Publication Date:  31 Mar 2024
Subscription Information:  Non-Subscribable Product
Format:  Hardback
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This essential text examines the taxation of trusts and is accessible to specialists and non-specialists. There have been many updates in this area of the law since the 4th edition published in 2014 and the 2nd supplement in 2017.
Key features of this new edition:
  • Covers all recent case law developments including reservation of benefit, business and agricultural property relief, employee benefits trusts and mistakes
  • All chapters on domicile and offshore trusts have been completely rewritten following the 2017 developments 
  • Contains new chapters on the taxation of residential and commercial property to take account of all the major IHT and CGT legislation taxing non-residents from 2017 and 2019
  • Updates the compliance and disclosure chapters in the light of common reporting and requirement to correct 
  • Updates to all the income tax chapters on trusts 
  • A new chapter on EU considerations for private clients

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  • Part I Introduction and Trusts
  • Part II Residence and Domicile
  • Part III Income Tax
  • Part IV Capital Gains Tax
  • Part VI Specialist Topics
  • Part VII Houses, Chattels and Tax Planning Generally
  • Part IX Financial Products
  • Part X Compliance and reporting Issues

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