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Giving & Inheriting (Which Essential Guides) Paperback – 28 Apr 2011

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Product details

  • Paperback: 224 pages
  • Publisher: Which? Books; New edition edition (28 April 2011)
  • Language: English
  • ISBN-10: 1844901181
  • ISBN-13: 978-1844901180
  • Product Dimensions: 14.8 x 1.2 x 21 cm
  • Average Customer Review: 4.2 out of 5 stars  See all reviews (24 customer reviews)
  • Amazon Bestsellers Rank: 154,103 in Books (See Top 100 in Books)

Product Description

Review

'A comprehensive guide for those in generous mood' -- Pensions World

'A good starter kit for potential donors ... clear, sensible ...
and helpful.' -- Money Observer

'Could be the wisest investment you will ever make' --Irish News

About the Author

Jonquil Lowe is an economist who worked for several years in the City as an investment analyst, and is a former head of the Money Group at the Consumers' Association. She now works as a freelance financial researcher and journalist and holds the Diploma in Financial Planning (formerly called the Advanced Financial Planning Certificate). Jonquil writes extensively on all areas of personal finance and is the author of several other books, including Pensions Explained, Finance Your Retirement and Save and Invest.

Inside This Book

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Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
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Customer Reviews

4.2 out of 5 stars
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Most Helpful Customer Reviews

23 of 23 people found the following review helpful By Simon Jones on 1 May 2007
Format: Paperback
A friend bought this book for me after my father went into a care home and we decided that we didn't want the family money to go to the taxman. I found this book very useful, especially the chapters on capital gains and property. The author writes very clearly and there are lots of boxes and charts and checklists so the daunting subject of inheritance is made very simple indeed.

Overall I would recommend this book to anyone trying to sort out their finances in later life.
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6 of 6 people found the following review helpful By b4-its-2-l8 TOP 1000 REVIEWER on 20 Sept. 2012
Format: Paperback Vine Customer Review of Free Product ( What's this? )
This is a well presented book and it's broken down into 11 clearly outlined and labelled chapters, making it easy to search for pertinent information and navigate from one tax area to another. So, for anyone not totally clued-up on personal taxation (of whom I think there must be many) I think this would be a very good place to start.

Nonetheless, I found this book still suffers from a dryness in its delivery which I suppose is understandable due to its very dry subject matter as I don't think it is written in a form that's as accessible as some other reviewers have stated. This criticism applies especially to the aspects where calculations are used as the book assumes the reader has already gained a sufficient proficiency in figure-work; being able to gross sums up or dealing with percentages, as I found I had to read some of these paragraphs a few times before I felt I understood what was being said.

That said, and I know the above sounds more negative than I intended, but I believe everyone should give this book a read-through at least once, not only will it provide far more information than you think you need to know, it may do as it's done for me and act as a stimulus to contact a financial advisor (I believe I'm now at least primed and I'll actually understand what the advisor says). After all, you never know when your last day is going to be and if you've not made plans your loved ones could be left battling the HMRC over tax on your estate, and who would want that?
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6 of 6 people found the following review helpful By B. Innes on 6 Sept. 2012
Format: Paperback Vine Customer Review of Free Product ( What's this? )
Everything you would expect from Which. Sensible, straightforward and worthy.

Answered some of the basic questions clearly and concisely.

I only gave it three stars as:

1. It is slightly on the Janet and John side of things.
2. There is a lot of advising that you should get specialist advice.

Would have had four stars if they had taken things a step further when doing the 'specialist advice' if it had said and here are a check list of things to ask/consider when talking to the specialist adviser.
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3 of 3 people found the following review helpful By Stueeh Warburton VINE VOICE on 22 Sept. 2012
Format: Paperback Vine Customer Review of Free Product ( What's this? )
I am one of those people who avoids looking at inheritance tax and the related laws because they are convoluted. After reading the "which?" guide on "giving and inheriting" I realise that I was right -but there is a big "but". The "which?" guide is well laid out and full of practical WORKED examples.
How you can reduce the chances of Inheritance Tax (IHT)by giving away gifts- to both relatives or bodies such as the National Trust.
That there is an IHT threshold -£325K - which can be reached quicker in the south of England where average house prices can exceed this IHT threshold (e.g. London average price is nearly £600K) - this is before you look at other assets that you may have like savings or that expensive painting on the wall.
The book describes how you can gift year on year and in some cases, how nobody is affected as long as you don't pop your clogs in less than 7 years! Giving cash rather than other assets.
The other area that this guidebook covers is Capital Gains Tax (CGT)-giving someone a gift to reduce the chances of CGT. How you can gift wedding cash upto £5K -without IHT to be paid.
How you can also use trusts to take money out of your estate -and still have strings attached -for example, when a beneficiary reaches a certain age before they can get their hands on the wad. Also if you inherit some assets which have a millstone of IHT and/or CGT then you can pass on this problem to someone else.
What methods you can use with regard to children in terms of ISA's or National Savings. Also how you can sign up to Gift Aid to let a charity etc recoup the tax -as long as you pay tax.
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2 of 2 people found the following review helpful By Tim on 19 Sept. 2012
Format: Paperback Vine Customer Review of Free Product ( What's this? )
This is not an exciting book, but then it's not really an exciting topic. It is, however, a good introduction to the tax issues that need to be considered when making gifts during your lifetime and when planning your will. It's not a DIY will-writing book, as it only addresses the financial and tax side of things.

It's attractively laid out, with plenty of short examples scattered throughout the text. The author has done a good job of making a rather dry subject seem interesting. I did find it a little repetitive in places, and felt the whole book could usefully have been condensed into a shorter work. A basic knowledge of financial concepts and tax is required, but most people who would consider reading this book probably already possess this.

It doesn't present highly elaborate tax avoidance schemes; on the contrary, it (sensibly) cautions against them, on the grounds that the government usually tries to close them down soon after it becomes aware of them.

I would be a little nervous of making financially important decisions solely based on advise from this book because tax law changes from year to year (already, the edition I read contains out of date numbers). A lawyer would be better placed to provide relevant, bespoke advice. However it can provide a good starting point for thinking about giving and inheritance, from which to decide when and where professional advice could be beneficial. I found it helpful.
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