Written by leading lawyers in the field, this book is a popular guide to the tax efficient drafting of wills, estate planning, and administration in the UK. It provides practitioners with help and guidance on everyday UK estate planning and will drafting, and it 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 the common needs of clients. This second edition has been extensively revised and includes four new chapters. 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 * 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.
Sorting Out Life's Complexities: What You Really Need to Know about Taxes, Wills, Trusts, Powers of Attorneys, Retirement Plans, Health...
The Roth IRA All Qualified Distributions Are Tax Free from a Roth IRA This much talked about IRA features tax free accumulation of investment earnings like most other retirement plans . The Roth IRA differs from the traditional IRA ...
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Provides the fundamentals of personal insurance and personal financial planning for insurance professionals who can use the information to better serve their clients as well as manage their own loss exposures and financial planning ...
Explains how probate works and what a living trust can do that a will cannot. Illustrates simple ways to avoid probate and save hundreds of dollars.