Tolley's Estate Planning 2003-2004

Tolley's Estate Planning 2003-2004

Paperback

By (author) Sharon Anstey, By (author) Simon McKie

List price $132.48

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  • Publisher: Tolley Publishing
  • Format: Paperback
  • Publication date: 1 November 2003
  • Publication City/Country: London
  • ISBN 10: 0754522733
  • ISBN 13: 9780754522737
  • Illustrations note: tables, list, index

Product description

This book considers all aspects of estate planning, showing you how to formulate strategies for the provision, holding and devolution of personal and family resources. The book is packed with practical planning suggestions. The style is straightforward and easy to read with clear headings. * Written by well known tax planning experts* Includes a practical step-by-step case study* Worked examples and tables and a comprehensive index includedLexisNexis UK and CIMA Publishing are offering CIMA members a discount on this product. Please go to www. lexisnexis. co. uk/cimapublishing to see if you qualify and to order.

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Table of contents

"What is Estate Planning?; 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 of Statutes; Table of Cases; Index"