My Best Wishes for a happy, healthy and prosperous 2021.
My 2021 reviews and reports for taxpayers concerned about inheritance tax are now available on the website.
The Fixed Fee Inheritance Tax Review 2021
For that first decisive step towards inheritance tax efficiency giving clarity and direction.
The Specialist Inheritance Tax Report 2021
Particularly relevant for estates with significant exposure to inheritance tax, where investment properties and property portfolios are material and/or where trading or investment businesses, trusts, etc are involved. The robust foundation for all long-term planning.
And that old favourite
Essential Estate Planning Information Requirements 2021
It is an old favourite for anyone serious about inheritance tax planning because once completed there is no doubt in the mind of a client that their adviser will have the information other practitioners only dream about. Navigating the threats and opportunities inherent in this kind of planning is safer if you have a map! I provide the compass by the way.
And finally, don’t forget to read
The Absolute Essence of Inheritance Tax Planning
On New Years Eve 2020 it was still an Amazon Bestseller after just under four years. Number 1 in Tax Law, number 7 in Business Law and number 12 in Perspectives on Law….. and guess who is buying it?