Tolley's Estate Planning 2000-2001

Tolley's Estate Planning 2000-2001


By (author) Price Waterhouse, Volume editor Simon McKie, Volume editor Sharon Anstey

List price $93.04

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  • Publisher: Tolley Publishing
  • Format: Paperback | 487 pages
  • Dimensions: 148mm x 228mm x 22mm | 499g
  • Publication date: 1 November 2000
  • Publication City/Country: London
  • ISBN 10: 0754507246
  • ISBN 13: 9780754507246
  • Edition: Revised
  • Edition statement: Revised edition
  • Illustrations note: index

Product description

This handbook 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. There are worked examples and tables of statutes and cases, along with indexing and headings for quick reference.

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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 business; 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; table and statutes.