Tax Efficient Wills Simplified

Publisher: Management Books 2000 Ltd; paperback 270 pages

This title forms part of the Management Books 2000 Personal Finance series which includes titles such as Inheritance Tax Simplified and Succession Planning Simplified.

The cover of the book – by Carl Islam a qualified barrister solicitor and TEP who specialises in estate planning wills and trusts – states its aims to provide ‘clear advice on all levels of will creation’ and ‘demystify the process for lay readers while providing a valuable reference for professionals in the field’. The opening sentence notes it ‘discusses how to save inheritance tax by making a tax efficient will’.

The book is divided into an introduction and seven chapters. The intro aims to provide ‘an overview of the strategic testamentary planning process’ and includes sections on the system of inheritance tax transferable nil...