Tax Planning for Families

A Tips & Advice book about... 

In a nutshell

This fully updated book offers practical, easy-to-implement tax-saving strategies for all your family assets, including the home. You’ll find 100% safe ways to shelter your family’s assets from HMRC. We also highlight the nasty traps you need to watch out for. Use the advice in this book to help your family save tax for generations to come.

In detail

Making tax savings is paramount in the quest to maximise and preserve your family’s wealth. Your hard-earned money and other assets are subjected to various taxes during your lifetime, and even after you die. This book is your guide to boost your family’s net worth. In comprehensive yet easy to follow detail, it examines issues such as:

• Making the best use of family members in your business
• Passing on the family home without incurring a nasty bill
• Arranging your investment portfolio to maximise efficiency
• The tax benefits of buying a property jointly
• Tax-efficient gifting of buy-to-let properties to your family
• Transferring your wealth to the next generation
• And so much more...

This book also contains useful documents such as template elections to put our ideas into practice quickly and easily. It’s essential reading for every family seeking to optimise its financial position.

For who

We've created this Tips & Advice book especially for... 

Anyone that wants to:

• Maximise and preserve their family’s wealth
• Take full advantage of the available tax-saving opportunities

Tax advisors and accountants that want to:

• Provide their clients with the best possible tax planning opportunities

Extras

You'll get the following free extras with this Tips & Advice book...

Downloadable document templates

• To immediately apply our advice and solutions in practice
• That you can easily adapt to suit your own requirements