Tolley's Estate Planning 2011-12 (Part of the Tolley's Tax Planning Series)
- Availability:
- Available
- Product Id:
- ukprod9780754540458EP06
- Product Code:
- EP06
- ISBN/ISSN:
- 9780754540458
- Publication Date:
- 31/10/2011
- Format:
- Price:
- £114.95
Tolley lives up to its reputation as the authority on tax matters. Covering all aspects of estate planning changes - from the simple to the complex - this reliable publication not only informs, but it guides.
With straightforward explanations of key issues like completion of tax returns, tax calculations and establishing estate trusts, Tolley’s Estate Planning guide uses an easy-to-read style.
Here, Tolley have done what they do best - provide the most in-depth information in clear, concise terms. With step-by-step guidelines, logical headings, worked examples and full tables, Tolley’s Estate Planning guide offers a practical approach to the law and legislation of estate planning and tax accountancy.
What's New To Tolley's Estate Planning 2011-12 Edition
- Commentary on the proposed statutory residence test
- Finance Act 2011 including the changes to EIS and VCT reliefs and changes to the Remittance basis charge
- The application of the IHT Disclosure of Tax Avoidance Schemes rules which came into effect on 6 April 2011
- Includes update on the Hastings-Bass principle following the decisions in Pitt & Holt and Futter
- Commentary on the proposed IHT exemption for substantial bequests to Charities
- Includes changes to the pension regime including changes made to the lump sum payment of death benefits
Key benefits of Tolley Estate Planning 2011-12:
- Includes strategy formulation and guidelines for the provision, holding and devolution of personal and family resources
- Equips you with all the need-to-know information for achieving convenient and effective planning at the lowest cost
- Interprets complicated tax legislation using headings, case studies, expert author commentary and a comprehensive index
- Tolley’s Estate Planning provides practitioners with logical and realistic solutions to the real-life problems their clients face on a daily basis
- This edition considers interactions of different taxes to ensure practitioners offer the best advice on how clients can minimise their tax bills
By Simon McKie and Sharon McKie, McKie & Co (Advisory Services) LLP.
Simon McKie is the Chairman and a designated member of McKie & Co (Advisory Services) LLP, the consultancy specialising in solving the taxation problems of private clients and their advisers. He is a member of the Technical Committee of the Society of Trust and Estate Practitioners, and also a member and former chairman of the Succession Taxes Sub-Committee, as well as a member of the Capital Gains and Investment Sub-Committee of the Chartered Institute of Taxation. He is a former chairman of the Faculty of Taxation and of the Faculty of Inheritance Tax and Trusts Technical Sub- Committee. Simon is a member of the editorial board of Taxation Magazine. He is an established tax author and has written and lectured widely on taxation.
Sharon McKie is a designated member of McKie& Co (Advisory Services) LLP. She has specialised in private client taxation services since 1997, providing bespoke tax planning advice to private clients. She has particular expertise in Stamp Duty and SDLT issues as they affect the private client. She is a well-known authoress on capital tax planning issues and a member of the Succession Taxes Sub-Committee of the Chartered Institute of Taxation and is a former member of the Inheritance Tax & Trusts Sub-Committee of the Faculty of Taxation.
“This undoubtedly remains the first recommendation in the field… ”
The Legal Executive
"This is an excellent book.”
Taxation
“Tolley’s has not compromised on clarity for the sake of detail…an expert publication.”
Money Week
"Packed with things to think about – innovations for the notice and reminders for the initiated.”
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