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A Modern Approach to Wills, Administration and Estate Planning (with Precedents), 2nd Edition

A Modern Approach to Wills, Administration and Estate Planning (with Precedents), 2nd Edition

Author: Christopher Whitehouse; Professor Lesley King
Publisher: LexisNexis U.K.
ISBN: 9781846615191
Published In: January 2013
Format: Hardback + CD-ROM
Jurisdiction: U.K. ? Disclaimer:
Countri(es) stated herein are used as reference only

New Edition is available now !

Description
Contents
Author
Reviews

Details

Written by leading lawyers in the field, this popular guide to the tax efficient drafting of wills, estate planning and administration provides practitioners with help and guidance on everyday estate planning and will drafting and discusses the typical problems and pitfalls that may be encountered in practice. The precedents have been carefully selected to deal in a straightforward fashion with common needs of clients.

The book begins by looking at the essential legal framework of wills, trusts and taxation through a combination of detailed and authoritative commentary, worked examples and expertly drafted precedents. It then examines specific topics including: transferable nil rate band, using IPDIs, provision for children, pilot trusts, gifts, APR and BPR, obtaining the grant, instruments of variation and disclaimer, constituting and administering the will, and tax efficient administration.

This edition has been extensively revised and includes four new chapters:

Notes for the Will Draftsman
Gifts to Charity and the Reduced IHT Rate
Obtaining the Grant
Constituting and Administering the Will

Free CD-ROM
The authors’ narrative commentary is supplemented by 40 precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary.

Essential wills law
Essential trust law
Essential tax law
Notes for the Will Draftsman
The transferable nil rate band
Using immediate post-death interests
Provision for children
Pilot trusts
Gifts to Charity and the Reduced IHT Rate
Agricultural and Business Property
Obtaining the Grant
Instruments of variation and disclaimer
Constituting and Administering Will Trusts
Tax efficient administration

Professor Lesley King, Private Client Practice Head, The College of Law

Christopher Whitehouse, Barrister, 5 Stone Buildings

"an extremely helpful reference book on estate tax planning ... likely to be of great assistance to many private client practitioners who come across the odd tax problem ... the busy practitioner will therefore find helpful precedents ranging from an appropriately brief memorandum of appropriation to a full, 11-page, 15-clause will, accompanied by helpful 'Drafting hints'. Electronic copies of all the precedents are supplied on the accompanying CD-ROM, which is easy and quick to install ... precedents are intuitively arranged by chapter"
STEP Journal

"the precedents offer time saving practical advice and guidance to the busy practitioner and professional adviser ... an essential work of reference ... Each precedent can be downloaded and adapted as appropriate to specific cases"
Phillip Taylor MBE and Elizabeth Taylor of Richmond Green Chambers