Tolley's Estate Planning 1999-2000

Tolley's Estate Planning 1999-2000


By (author) Price Waterhouse, Volume editor Simon McKie

List price $84.17

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  • Publisher: Tolley Publishing
  • Format: Paperback | 477 pages
  • Dimensions: 230mm
  • Publication date: 1 November 1999
  • Publication City/Country: London
  • ISBN 10: 0754502708
  • ISBN 13: 9780754502708
  • Illustrations note: tables, index

Product description

This work is designed to help accountants and solicitors in practice. It considers all aspects of estate planning, showing how to formulate strategies for the provision, holding and devolution of personal and family resources at the lowest tax cost.

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Table of contents

Estate planning - the basics; lifetime planning; introduction to trust law; creating settlements; existing settlements; offshore trusts; insurance; pensions; the family home; the family bsiness; the family farm; woodlands; gifts to charities, etc; National Heritage property; matrimonial breakdown; planning for death; post-death planning; investing abroad; immigration and emigration; the foreign client; lifetime planning - a case study.