BOOK REVIEW: A Modern Approach to Lifetime Tax Planning for Private Clients (With Precedents)

Lifetime tax planning can be a difficult topic to cover in a single volume, but this book provides a clear and concise breakdown of the areas that should be considered by practitioners. This book does not assume any pre-knowledge of the subject and is an ideal introduction, breaking down the numerous complexities into chapters that have clear headings and sub-headings.

It would also serve as a useful reference book for more experienced practitioners wishing to refresh their knowledge, as it covers a wide range of topics. The book also comes with helpful precedents, particularly a series of checklists that can act as a useful aide-memoire.

Heledd Wyn is an associate at Clarke Willmott in Bristol