Tolley's Estate Planning 2004-05

Tolley's Estate Planning 2004-05


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

List price $140.34

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  • Publisher: Tolley Publishing
  • Format: Paperback
  • Publication date: 30 November 2004
  • Publication City/Country: London
  • ISBN 10: 0754525260
  • ISBN 13: 9780754525264
  • Edition: Revised
  • Edition statement: Revised edition

Product description

"(This publication was first marked as out of print 23/08/05). 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. It is written by well-known tax planning experts, and includes a practical step-by-step case study. Worked examples and tables and a comprehensive index are included.

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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 and Statutes; Index"