Tolley's Estate Planning 2013-14

Tolley's Estate Planning 2013-14

Paperback Tolley's Tax Planning

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

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  • Publisher: Tolley
  • Format: Paperback
  • Dimensions: 149mm x 229mm x 41mm | 932g
  • Publication date: 1 October 2013
  • Publication City/Country: London
  • ISBN 10: 0754546500
  • ISBN 13: 9780754546504

Product description

The latest edition of this key title sees Tolley live up to its reputation as the authority on tax matters. It contains all the information required to achieve the most cost-effective, convenient and effective estate planning. The esteemed editorial board help you formulate strategies for the provision, holding and devolution of personal and family resources. Clear subject headings and straightforward explanations of routine and complex topics make for fast, effective research. 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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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.