Tolley's Estate Planning 2014-15

U.K.

Tolley's Estate Planning 2014-15

Edited by Sharon McKie · Simon McKie
LexisNexis U.K. November 2014

Specifications

ISBN-13
9780754549215
Publisher
LexisNexis U.K.
Publication
November 2014
Format
Paperback
Jurisdiction
U.K. ? Countri(es) for reference only

Details

Step–by–step assistance on estate planning. All the information required to achieve the most cost-effective, convenient and effective estate planning.

The straightforward and easy-to-read style helps practitioners to formulate strategies for the provision, holding and devolution of personal and family resources. Written by experienced authors this guide includes worked examples, tables and a comprehensive index.

Table of Contents

  1. What is Estate Planning?
  2. Lifetime Planning
  3. Introduction to Trust Law
  4. Creating Settlements
  5. Existing Settlements
  6. Offshore Trusts
  7. Insurance
  8. Pensions
  9. The Family Home
  10. The Family Business
  11. The Family Farm
  12. Woodlands
  13. Gifts to Charities, etc
  14. National Heritage Property
  15. Matrimonial Breakdown
  16. Planning for Death
  17. Post-Death Estate Planning
  18. Investing Abroad
  19. Immigration and Emigration
  20. The Foreign Client
  21. Lifetime Planning - A Case Study
  22. Tables
  23. Index.

About the Author

By Sharon McKie LLB (Hons), CTA, ASI, Solicitor (non-practising), McKie & Co and Simon McKie MA (Oxon), CTA (Fellow), APFS, TEP, Barrister at Law

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