Tolley's Estate Planning 2012-13: Part of the Tolley's Tax Planning SeriesPaperback
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- Publisher: Tolley
- Format: Paperback
- Dimensions: 163mm x 229mm x 39mm | 888g
- Publication date: 1 October 2012
- Publication City/Country: London
- ISBN 10: 0754543366
- ISBN 13: 9780754543367
The most reliable and inclusive work available on all aspects of estate planning, this title shows you how to formulate strategies for the provision, holding and devolution of personal and family resources. It contains all the information required to achieve the most convenient and effective planning at the lowest cost. Following the tax planning series' straightforward and easy-to-read style with clear headings, this guide includes worked examples, tables and a comprehensive index. A practical step-by-step case study illustrates the benefits of careful planning and incorporates many points discussed throughout the book.
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By Phillip Taylor MBE 14 Nov 2012
AT THE LOWEST COST -
NOW IN THE LATEST EDITION FOR 2012-13
An appreciation by Phillip Taylor MBE and Elizabeth Taylor of Richmond Green Chambers
Whether you're an accountant, or lawyer specializing in tax advice, or a private individual concerned with financial planning for those of your personal and family resources that constitute an estate, you really do need this book, now in the latest updated edition from LexisNexis.
Bearing in mind the complexity of this area of law, the book offers many benefits, not the least of which is its clarity, in other words a plain English approach illustrated by any number of practical examples and case studies. Its aim is to assist the reader in achieving the most desirable results at the lowest cost.
One glance at the table of contents will indicate the scope of the book which covers everything you need to know in relation to tax planning, including trust law, settlements, offshore trusts, insurance pensions, the family home, the family business, the family farm, woodlands, charitable donations and heritage property.
If you argue that estate planning is actually life planning, it must also take account of virtually all aspects of life that can impact on personal or family wealth, from children and grandchildren to matrimonial breakdown, to pensions and post-death estate planning.
Practitioners with international clients will appreciate the extensive chapters on, for example, offshore trusts, UK domicillaries investing abroad and of course, the overseas client and the internationally mobile.
As this volume is an update of the previous well regarded and well received edition, note that it contains much new material in line with the numerous changes to tax legislation that have recently taken place. Full account is taken of Finance Act 2012 as well as the new reduced rate of inheritance tax on charitable bequests and the proposed statutory residence test. The effect of recent case law on estate planning is also considered.
No doubt with a view to making the principles and practice demonstrated in the book oven clearer, a typical, well, imagined example of the progress of a typical life is included as a final chapter on the life of one 'Henry Clerestory'. Fascinating reading this - and referred to as A Lifetime of Planning - a Case Study'. Henry's financial affairs from his birth in 1987 to his eventual demise in 2072 are painstakingly documented. Would that everyone could plan so precisely - but this hypothetical illustration of a life well lived and sensibly organized is nothing of not thought provoking.
For those in any way involved in estate planning, whether practitioners or interested private individuals, this book certainly provides a reliable approach to the complexities of the process and of course the need for forward planning. As you would expect, the book contains extensive research resources including tables of statues, cases and a detailed index at the back of no less than 25 pages. The publication date is August 2012.
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.