Five books on inheritance planning

recommended by Jayden Gould

These top five books all cover the basis on inheritance tax and how you can efficiently plan your will.

  • 1

    Buy

    Who Will Get My Money When I Die?: The concise guide to making your Will and reducing the impact of
    by Stuart Ritchie

    Who Will Get My Money When I Die? is a clear and comprehensive guide to Inheritance Tax and legacy planning that will allow you to enjoy life to the fullest, knowing your affairs are in order. Packed with practical guidance and real-life case studies, it shows you how to avoid unwanted surprises or crippling tax bills for your heirs and ensure your wishes are carried out. Understand how to: • Calculate your wealth and your potential Inheritance Tax liability • Identify the options available to you when it comes to deciding how and to whom you should leave your money • Maximise legitimate tax-saving opportunities in your lifetime to help limit Inheritance Tax liability on death • Plan and provide for your own needs in old age and in case of ill health • Structure your Estate tax efficiently while retaining control during your lifetime

  • 2

    Buy

    Your Last Gift: Getting your Affairs in Order
    by Matthew Hutton

    Your Last Gift is a practical step-by-step guide to getting your paperwork together, to help your loved ones. The heart of this Book is a comprehensive collection of structured forms downloadable from the website www.yourlastgiftbook.com These forms are for you to adapt and complete at your own pace. These bring together all the information that you would want to leave as Your Last Gift. There’s no need to delay any more - it’s time to start the process. Matthew noticed a number of friends dying without leaving much vital information. In some cases, they had not even made a Will. The family was left to pick up the pieces. Death is challenging enough - and something we will all face - but by having your affairs in order, it will make the process a whole lot easier and kinder.

  • 3

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    Wills, Probate, and Inheritance Tax For Dummies
    by Julian Knight

    Planning how to pass your estate on doesn’t have to mean complications, legal jargon and huge bills. Wills, Probate and Inheritance Tax For Dummies, 2nd Edition takes you through the process step-by-step and gives you all the information you need to ensure that your affairs are left in good order. It shows you how to plan and write your will, minimise the stress of probate, and ensure that your nearest and dearest are protected from a large inheritance tax bill. Discover how to: Decide if a will is right for you Value your assets Leave your home through a will Appoint executors and trustees Choose beneficiaries Draw up a DIY will Work out how inheritance tax works and if you’re liable to it Find out what can and can’t be taxed

  • 4

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    All you need to know about Inheritance Tax and Estate Planning
    by Mr Karl David Hartey & Mr Tristan Hartey

    This informative guide provides an understanding on inheritance tax (IHT) and estate planning. Written by multi-award winning entrepreneurs and father and son team, Karl and Tristan Hartey. Karl and Tristan have drawn together their knowledge and expertise in the complex area of IHT and estate planning to create this book, enabling you to understand this area of the financial industry.Their entrepreneurial success is driven by their eagerness to continually develop along with the combination of using their experience and originality and independence needed to resolve problems.Karl and Tristan are both renowned members of the Strategic Coach Programme and of The Million Dollar Round Table.This guide looks at areas such as:•Inheritance tax•Residence nil-rate band•Life-time transfers•Making a Will•Trusts•Wealth preservation

  • 5

    Buy

    Inheritance Tax Made Simple: The essential guide to understanding inheritance tax
    by Andrew Komarnyckyj

    "Inheritance Tax Made Simple" offers practical measures that you can take to reduce the burden of inheritance tax (IHT) whether you are concerned about the impact on your own money and assets, or you are receiving an inheritance which may be subject to IHT, or cause you to be subject to IHT. The book is divided into four sections: Section One - An overview of inheritance tax, Section Two - Planning to reduce any IHT burden during your lifetime, Section Three - Taking measures to reduce the burden of IHT on death, and, Section Four - Dealing with IHT issues if you are administering an estate.

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