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Vol 21 No 9 Sept/Oct 2016

Book of the Month

Cover of Goode on Commercial Law

Goode on Commercial Law

Edited by: Ewan McKendrick
Price: £170.00

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Secondhand & Out of Print

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This book is now Out of Print.
A new edition has been published, the details can be seen here:
Trust Practitioner's Handbook 3rd ed isbn 9781907698071

Trust Practitioner's Handbook 2nd ed

ISBN13: 9781853286483
New Edition ISBN: 9781907698071
Previous Edition ISBN: 1853289450
Published: January 2008
Publisher: Law Society Publishing
Country of Publication: UK
Format: Paperback & CD-ROM
Price: Out of print

This invaluable guide to the creation, administration and taxation of trusts has been comprehensively revised and updated to take account of the wide-ranging impact of the Finance Act 2006 on the Inheritance Tax treatment of trusts.

The book offers practitioners useful guidance on how to:-

  • create and use good systems to avoid potential negligence claims for failing to invest correctly
  • avoid penalties for missing tax deadlines or for incorrectly assessing tax bills
  • delegate trust management functions and comply with the regulatory regime for practitioners
  • run an efficient trust department and improve profitability.
It is a good practice guide for all those involved in the administration of trusts. The author's experience training practitioners ensures that the law of trusts and the relevant tax regimes are explained in an easily accessible way, and that readers will benefit from the numerous forms and checklists which will assist with the creation and administration of trusts.

The appendix contains a detailed case study to illustrate the guidance given in the text and demonstrate how the forms are completed and the calculations are made. Also, an accompanying CD-ROM contains a range of useful forms and checklists from the book that may be customised.

Equity and Trusts
Part 1: Setting up a trust:
1. Why have a trust?
2. Creating a trust
3. Trustees
Part 2: Administering the trust:
4. Getting started
5. Administration implications of the Trustee Act 2000
6. Financial services
Part 3: Taxation of trusts:
8. Introduction to taxation of trusts
9. Inheritance tax
10. Capital gains tax
11. Income tax
12. Trusts with a vulnerable beneficiary
Part 4: Practical trusts:
13. Dealing with various events
14. Nil rate band discretionary trust debt scheme
15. Managing an efficient and profitable practice
16. IT and technology
1. Case study: the Marion Fairweather 1995 settlement
2. Forms and checklists
3. Legislation.