This unique book is a concise but complete tax planning manual for high net worth individuals of the UK, US or any other nationality who have UK or US residence, assets or family members. It covers all the information and legislation you are likely to require when advising clients exposed to both UK and US taxation, providing you with: a quick reference summary of the UK and US rules applicable to your clients; a comprehensive summary of available unilateral and treaty planning techniques to avoid US estate tax or UK inheritance tax for clients who are non-domiciliaries of the UK or US; optimal income and gains tax planning for foreign trusts with UK or US beneficiaries; and integrated UK and US tax planning solutions for clients exposed to both UK and US tax.

This unique book is a concise but complete tax planning manual for those advising high net worth individuals of the UK, US or any other nationality who have UK or US residence, assets or family members. Guide to US/UK Private Wealth Tax Planning covers all the information and legislation you are likely to require when advising clients exposed to both UK and US taxation, providing you with: A quick reference summary of the UK and US rules applicable to your clients; A comprehensive summary of available unilateral and treaty planning techniques to avoid US estate tax or UK inheritance tax for clients who are non-domiciliaries of the UK or US; Optimal income and gains tax planning for foreign trusts with UK or US beneficiaries; Integrated UK and US tax planning solutions for clients exposed to both UK and US tax. Previous edition ISBN: 9781845920272

This major text provides the latest estate planning options under the major US tax acts in 2001 and 2003 - which have significantly changed US unilateral and US/UK integrated (including treaty) planning strategies. Comprehensively summarising the ground rules and step by step planning, it also contains alternative structures and practical techniques covering virtually every client planning situation. This essential work also features: A quick reference summary of US and UK tax rules applicable to planning for private net wealth clients with US or UK residence, assets or family A complete summary of available unilateral and treaty planning techniques to avoid US estate tax or UK inheritance tax for clients who are non-domiciliaries of the US or UK, wherever resident throughout the world, as well as optimal income and gains tax planning for foreign trusts with US or UK beneficiaries A comprehensive manual on integrated US and UK tax planning solutions for clients exposed to both US and UK tax. UK tax rules and a roadmap as to how to implement unilateral or integrated US/UK planning for clients - with very significant tax benefits on both sides of the Atlantic.

This book presents a comprehensive reference for real estate investors everywhere. Covering the unique real-estate situations in seventeen key countries, including the United States and Europe, it offers a unique international overview of the real estate market.

An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.