Tolley's Estate Planning 2006-07

Tolley's Estate Planning 2006-07


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

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  • Publisher: Tolley Publishing
  • Format: Hardback
  • Publication date: 13 December 2006
  • Publication City/Country: London
  • ISBN 10: 0754529622
  • ISBN 13: 9780754529620
  • Edition: Revised
  • Edition statement: Revised edition

Product description

This work 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, it includes a practical step-by-step case study. It also includes worked examples and tables and a comprehensive index.

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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 Estate Planning; Investing Abroad; Immigration and Emigration; The Foreign Client; Lifetime Planning - A Case Study; Tables; Index"