Wills / Probate / Trusts

A Practitioner's Guide to Probate and the Administration of Estates 4th Edition

Edited by Keith Biggs · Samantha Edward
Wildy, Simmonds and Hill Publishing June 2018

Specifications

ISBN-13
9780854902361
Publisher
Wildy, Simmonds and Hill Publishing
Publication
June 2018
Format
Hardback + CD-ROM
Jurisdiction
U.K. ? Countri(es) for reference only

Details

"...well-written and authoritative... The authors have clearly accumulated vast personal experience... It is difficult to imagine a probate issue that could not be referred to in this comprehensive guide."

From the review in STEP Journal

The fourth edition of A Practitioner’s Guide to Probate and the Administration of Estates is a practical and comprehensive guide to all forms of non-contentious probate applications, completion of Inheritance Tax Accounts and the administration of estates.

The book is packed with hints and tips and an accompanying CD-ROM contains a comprehensive set of precedent forms, enabling practitioners to adapt precedents for their own use. The authors provide careful explanations of every step in the procedure for winding up the estate of a deceased person, from taking initial instructions to the final distribution of the estate and closing the file.

The book opens with advice on meeting the client and taking proper instructions; moving on to tracking down the assets and liabilities which comprise the estate; completing inheritance tax forms and obtaining any available reliefs and allowances; questions concerning wills and intestacies; applying to the probate registries; discretionary orders; obtaining grants of representation; collecting in the paying debts and liabilities; identifying the beneficiaries and paying the legacies; finalising the tax situation; and distributing the residue of the estate.

This fourth edition has been completely revised with practice and procedure brought up-to-date, including changes to the rules, IHT and CGT and case law as it affects private client practice.

Table of Contents

Preface;
Table of Cases;
Table of Statutes;
Table of Statutory Instruments;
Table of Conventions
1.
Making a Start ;
2.
Assets and Liabilities: Initial Enquiries;
3.
Inheritance Tax Reliefs and Allowances;
4.
Inheritance Tax Accounts;
5.
Questions Concerning Wills and Codicils;
6.
Intestacy;
7.
Caveats;
8.
Citations;
9.
Renunciations;
10.
Discretionary Orders;
11.
Trust Corporations;
12.
Applications for Grants;
13.
Scottish, Northern Irish and Colonial Grants;
14.
Applications on Summons;
15.
Collecting in the Assets;
16.
Powers and Duties of the Personal Representatives;
17.
Paying the Debts of the Estate;
18.
Paying the Legacies;
19.
Distribution of the Residue;
20.
Finalising Liability to Inheritance Tax;
21.
Taxation During the Administration;
22.
Completing the Administration;
23.
Claims By and Against the Estate;
24.
Liabilities of the Personal Representatives;
25.
Variations, Disclaimers and Other Opportunities;
26.
Notation, Amendment and Revocation of Grants;
27.
Searches and Copies


Appendices
A Checklist of Information and Documents;
B Useful Addresses;
C Specimen Forms
Affidavits
C1 Affidavit of condition of will or of alterations to will;
C2 Affidavit of Search for Will;
C3 Affidavit of handwriting;
C4 Affidavit of due execution;
C5 Affidavit of executor’s identity;
C6 Affidavit of alias;
C7 Affidavit in support of application for leave to swear death
HKD 1,105.00

Inclusive of HK delivery

Ready to ship
Delivery Time: around 4-5 weeks
Extra 10 working days if shipping address outside Hong Kong
  • Free HK shipping over HK$1,000
  • International shipping to 35+ countries
Order Form
Save

Recommended

You may also be interested in these books:

More titles from Wills / Probate / Trusts

View all