Personal Tax: The Investors Tax Bible

The Investors Tax Bible by by Lee Hadnum LLB ACA CTA

PUBLICATION DATE: APRIL 2011
PAGES: 202
ISBN: 9781907302428

Overview of The Investors Tax Bible

This tax guide is THE definitive tax-saving resource for financial market investors and traders. Anyone who invests or trades in shares, options, CFDs, unit trusts, or corporate bonds should read it.

Whether you are a long-term investor or short-term trader this detailed guide will help you pay much less income tax, capital gains tax and inheritance tax on your income and gains.

The 8th edition is hot off the press (April 2011) and completely up to date and contains plenty of new tax planning ideas.

What information is contained in The Investors Tax Bible?

The Investor’s Tax Bible is written in plain English and contains numerous examples and illustrations. Subjects covered include:

• ALL tax changes from the 2011 Budget.
• Plain English guide to calculating capital gains tax when you sell shares, options, CFDs and other assets, including the complex ‘share matching’ rules.
• How to complete the capital gains tax pages of your tax return.
• 10 chapters dedicated to capital gains tax saving strategies.
• The tax benefits and dangers of obtaining ‘share trader’ tax status.
• The pros and cons of setting up your very own share trading company.
• How to gain extra tax savings from your losses.
• How to slash the income tax on your dividends.
• Shares vs Property – which offers the most attractive tax breaks?
• Offshore tax planning strategies for stock market investors.
• The new tax rules for non-domiciled investors (non-doms).
• Detailed comparisons of the various tax shelters available, such as venture capital trusts and enterprise investment schemes.
• How to derive the highest possible after-tax return from corporate bonds and gilts.
• How ISAs, used correctly, can produce an incredible 60% more income than other investments.
• How ISAs, used incorrectly, produce not one penny in real tax savings.
• Inheritance tax planning for stock market investors.
• How married couples can maximize their income tax and capital gains tax savings.
• How to extract extra tax savings from your annual capital gains tax exemption, and those of your spouse and children.
• How unit trust investors can earn 20-66% more after tax than other share investors.
• The guide also contains many useful tables and every important point is illustrated with an example.

About the Author of The Investors Tax Bible

The Author of The Investors Tax Bible is Lee Hadnum LLB ACA CTA. Lee is a rarity among tax advisers having both legal and chartered accountant qualifications. After qualifying a prize winner in the Institute of Chartered Accountants exams, he also went on to become a chartered tax adviser (CTA). Having worked in Ernst & Young’s tax department for several years Lee now has his own tax consultancy. He is author of a number of our tax guides and provides personalised advice through our popular Question & Answer Service.

Contents of The Investors Tax Bible

Introduction

Chapter 1 What Taxes do Stock Market Investors Pay?

Chapter 2 Good vs Bad Tax Planning

Chapter 3 Capital Gains Tax: a Brief Snapshot

Chapter 4 Capital Gains Tax: Detailed Calculations

Chapter 5 Disposals Before 6 April 2008

Chapter 6 Unit Trusts, OEICs and Investment Trusts

Chapter 7 Takeovers & Rights Issues

Chapter 8 Options and Warrants

Chapter 9 How to Complete Your Tax Return

Chapter 10 Making the Most of Your Annual CGT Exemption

Chapter 11 How Your Spouse Can Help Cut Your Tax Bill

Chapter 12 How Your Children Can Help Cut Your Tax Bill

Chapter 13 How to Make the Most of Your Losses

Chapter 14 Getting Extra Mileage from Your ISAs

Chapter 15 Spread Betting: a Fantastic Tax Shelter

Chapter 16 Unit Trusts : Another Great Tax Shelter

Chapter 17 Tax Shelters: VCTs and EIS Shares

Chapter 18 Equities vs Property: Which is the Best Tax Shelter?

Chapter 19 Non-Resident and Offshore Tax Planning

Chapter 20 Making the Most of Gilts and Corporate Bonds

Chapter 21 How to Avoid Income Tax on Your Dividends

Chapter 22 Changes from April 2011

Chapter 23 How to Avoid Inheritance Tax

Chapter 24 The Tax Dangers of Being a Share Trader

Chapter 25 Setting Up a Company to Save Tax

Chapter 26 How Share Clubs are Taxed

Appendix A Tax Rates and Allowances

Ordering Information

Optional Free Electronic Book.

We offer all customers who purchase one of our eligible printed tax books the opportunity to receive an electronic copy of the same book free of charge. Simply contact us via email or phone following purchase.

Free guide included with every purchase

All customers will receive a complimentary electronic copy of our comprehensive tax guide ‘How to Save Tax 2011/2012′ – worth £19.95, with every purchase.

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