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

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

Author: Christopher Whitehouse; Professor Lesley King
Publisher: LexisNexis U.K.
ISBN: 9781846612718
Published In: January 2011
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 new publication is a guide to the tax efficient drafting of wills, administration and estate planning.

The book begins with an examination of the essential legal framework which underpins this area of practice looking in turn at wills, trusts and taxation through a combination of detailed and authoritative commentary, worked examples and expertly drafted precedents. It then examines specific topics including:

• The transferable nil rate band
• Using immediate post-death interests
• Provision for minor children
• Pilot trusts
• Instruments of variation and disclaimer
• Tax efficient administration
• Agricultural property relief/business property relief

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
• The impact of the transferable Nil rate band
• Using immediate post-death interests
• Provision for minor children
• Pilot trusts
• Instruments of variation and disclaimer
• Tax efficient administration
• Agricultural property relief/business property relief

Index

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