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Vol 21 No 11 Nov/Dec 2016

Book of the Month

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Criminal Injuries Compensation Claims

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A Modern Approach to Wills, Administration and Estate Planning 3rd ed (with Precedents)


ISBN13: 9781784730543
Previous Edition ISBN: 9781846615191
Published: June 2015
Publisher: Jordan Publishing Ltd
Country of Publication: UK
Format: Hardback & CD-ROM
Price: £95.00 + £9.78 VAT



In stock.

Written by leading lawyers in the field, this popular guide to the tax efficient drafting of wills, estate planning and administration provides practitioners with help and guidance, and 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.

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, instruments of variation and disclaimer, and tax efficient administration.

This new edition now includes three new chapters:

  • Inheritance Act Claims
  • The Intestacy Rules
  • Donatio Mortis Causa
It has also been extensively revised and updated to include coverage of:

  • Case-law – Marley v Rawlings, Pitt v Holt
  • Legislation – Trusts (Capital and Income) Act 2013, Inheritance and Trustees’ Powers Act 2014, Finance Acts 2013 and 2014, Marriage (Same Sex Couples) Act 2013, EU Succession Regulations
  • HMRC Regulations – DOTAS proposals, Treatment of Income, Taxation of relevant Property Settlements, Proposed removal of nomination
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.

Subjects:
Wills and Probate
Contents:
Essential wills law
Essential trust law
Essential tax law
Notes for the Will Draftsman
The transferable nil rate band
Using immediate post-death interests
Provision for children
Pilot trusts
Gifts to Charity and the Reduced IHT Rate
Agricultural and Business Property
Obtaining the Grant
Instruments of variation and disclaimer
Constituting and Administering Will Trusts
Tax-efficient administration