Tolley's Estate Planning 2012-13 (Part of the Tolley's Tax Planning Series)

Tolley's Estate Planning 2012-13 (Part of the Tolley's Tax Planning Series)

Author: Sharon McKie

Publisher: Tolley Publishing Company, Limited

Published: 2012-10

Total Pages: 0

ISBN-13: 9780754543367

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The most reliable and inclusive work available on all aspects of estate planning, this title shows you how to formulate strategies for the provision, holding and devolution of personal and family resources. It contains all the information required to achieve the most convenient and effective planning at the lowest cost.Following the tax planning series' straightforward and easy-to-read style with clear headings, this guide includes worked examples, tables and a comprehensive index. A practical step-by-step case study illustrates the benefits of careful planning and incorporates many points discussed throughout the book.


Private Client

Private Client

Author: Lesley King

Publisher: College of Law Publishing

Published: 2018-01-22

Total Pages: 507

ISBN-13: 1912363291

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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.


A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents)

A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents)

Author: Chris Whitehouse

Publisher: Jordan Publishing (GB)

Published: 2016

Total Pages: 0

ISBN-13: 9781784731045

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A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) deals with the legal aspects of tax planning for private clients. It is a companion volume to the popular A Modern Approach to Wills, Administration and Estate Planning (with Precedents). This work begins by looking at the essential legal framework of giving and tax law through a combination of detailed and authoritative commentary, worked examples and precedents. It then examines specific topics including: trusts and settlements, the family, and looks at particular assets such as the family home, CGT main residence relief, chattels, businesses and farms, investments, and insurance based products. It then goes on to examine tax planning using statutory reliefs and exemptions including joint ownership of land/sharing arrangements, gifts for family maintenance, normal expenditure out of income and charitable giving. This new edition includes: * Introduction of the Residential Nil Rate band (Finance (No 2) Act 2015) * Effect of the Taxation of Pensions Act 2015 * The impact of the Inheritance and Trustees Powers Act 2014 * Changes to IHT charges on relevant property trusts * Full text of the STEP Standard Provisions and STEP Investment Policy The authors' narrative commentary is supplemented by numerous precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary. [Subject: Tax Law, Inheritance Law]


Tolley's Estate Planning 2023-24

Tolley's Estate Planning 2023-24

Author: Sharon McKie

Publisher: Tolley

Published: 2023-08-21

Total Pages: 0

ISBN-13: 9780754558965

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Written by well-known tax planning industry experts, this title considers all aspects of estate planning, showing you how to formulate strategies for the provision, holding and devolution of personal and family resources. The title is packed with practical planning suggestions. It includes a practical step-by-step case study and worked examples and tables.


Evangelpreneur, Revised and Expanded Edition

Evangelpreneur, Revised and Expanded Edition

Author: Josh Tolley

Publisher: BenBella Books

Published: 2021-09-14

Total Pages: 369

ISBN-13: 1637741081

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The truth shall set you free. Ignoring it will cost you a fortune. It has become clear that we are living a lie, and it has brought devastating results: Bankruptcy among churchgoers is equally as high as those who don’t attend. Financial misconduct is destroying marriages, families, individuals, and churches. A record number of churches are in foreclosure. The church teaches us it’s normal to have student loans, car payments, mortgages, and credit cards. It calls poverty a curse but isn’t doing much to correct the problem, and it focuses on tithing and the elimination of personal debt—but debt elimination is not enough. Wouldn’t you rather thrive in your finances and live the life God has called you to? Evangelpreneur will teach you: How to get your financial life to line up with your faith life How to save your family and your church from financial ruin How to recognize if God is calling you to entrepreneurship How to use entrepreneurism to do God’s work on Earth For too long, the faithful have been held hostage by false teaching, bad teaching, and the poor practice of good teaching. It’s time to break free from the bondage tied to financial issues and become an Evangelpreneur.


Elderly Clients

Elderly Clients

Author: Denzil Lush

Publisher: Jordans Pub

Published: 2005

Total Pages: 634

ISBN-13: 9780853086031

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Elderly Clients: A Precedent Manual will assist the private client adviser tackle a comprehensive range of issues affecting the elder client including the difficult and ever-changing problems of planning for their client's possible incapacity in later life, sharing residential accommodation, care contracts, social security agents and appointees, funeral planning, receivership, wills and equity release schemes. A wealth of expertly drafted precedents covering the whole range of matters that might arise is included. Checklists assist the adviser in such matters as registering an Enduring Power of Attorney and establishing whether the client has authority to make a will or gift.


Handbook of Co-Operative and Community Benefit Society Law

Handbook of Co-Operative and Community Benefit Society Law

Author: Ian Snaith

Publisher: Jordan Publishing (GB)

Published: 2016-03-31

Total Pages: 0

ISBN-13: 9781784732066

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Co-operatives UK is pleased to announce the upcoming publication of an Update and Supplement to the second edition of the Handbook of Co-operative and Community Benefit Society Law. The Handbook is an essential tool for practitioners advising and working with (and within) co-operatives and community benefit societies. This supplement provides an update on developments since the enactment of the Co-operative and Community Benefit Societies Act 2014 and provides a commentary on FG15/12: Guidance on the FCA's registration function under the Co-operative and Community Benefit Societies Act 2014, published in November 2015.