Product Description

Private Client: Wills, Trusts and Estate Planning is a comprehensive and user-friendly examination of the legal and taxation implications arising from estate planning work within the private client department of a solicitors firm. The guide deals in a practical way with all the areas confronting the practitioner on a day-to-day basis, from tax and financial planning to the administration of trusts. Throughout the text, worked examples illustrate how to calculate the tax position of the client. This new edition has been fully revised to take account of the introduction of the transferable nil rate band for spouses and civil partners and its implications for will drafting, the changes to capital gains tax and income tax made by the FA 2008, the changes to the taxation of trusts introduced by the FA 2006 together with the ending of the transitional period on 5 October 2008, and the introduction of lasting powers of attorney and advance decisions. Contents Private Client Financial Planning Enduring Powers of Attorney, Lasting Powers of Attorneyy and Living Wills Estate Planning Introduction to Settlements Drafting Lifetime Settlements Drafting Beneficial Interests Accumulation and Maintenance Settlements Trust Advances and Appointments The Exercise of Powers of Advancement and Appointment Basic Will Drafting Will Trusts Post-Death Arrangements Trust Administration The Overseas Dimension Appendices

Product Details

• Amazon Sales Rank: #295214 in Books
• Published on: 2008-12-15
• Original language: English
• Binding: Paperback
• 330 pages

About the Author
Helen Cousal was previously in practice as an in-house lawyer and is currently a Senior Lecturer at The College of Law. Lesley King is Principal Lecturer at The College of Law in London.

Customer Reviews

Private Client
Exactly what I was looking for. Informative, clear and everything I need to understand wills, trusts and estate planning