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Author: David Maude
Publisher: John Wiley & Sons
ISBN: 0470687819
Category : Business & Economics
Languages : en
Pages : 571
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Book Description
Wealth management is one of the areas in which banks and other personal financial services players are investing heavily. But the market is changing fast. Going forward, players therefore need to adapt their strategies to the new realities: what worked in the past will not, for the most part, be appropriate in the future. This unique book, written by a former McKinsey consultant, offers an up-to-date, detailed, practical understanding of this exciting area of financial services.
Author: David Maude
Publisher: John Wiley & Sons
ISBN: 0470687819
Category : Business & Economics
Languages : en
Pages : 571
Get Book
Book Description
Wealth management is one of the areas in which banks and other personal financial services players are investing heavily. But the market is changing fast. Going forward, players therefore need to adapt their strategies to the new realities: what worked in the past will not, for the most part, be appropriate in the future. This unique book, written by a former McKinsey consultant, offers an up-to-date, detailed, practical understanding of this exciting area of financial services.
Author: Lesley King
Publisher: College of Law Publishing
ISBN: 1913226441
Category : Law
Languages : en
Pages : 630
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Book 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.
Author: King
Publisher: College of Law Publishing
ISBN: 1914202023
Category : Law
Languages : en
Pages : 573
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Book 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 updated to take account of recent decisions on the construction of wills and the limited reading back effects of post-death variations. The text has been fully amended to take account of the changes to the requirements for registration of trusts introduced by the Money Laundering and Terrorist Financing (Amendment) (EU Exit) Regulations 2020 which cameinto force on 6 October 2020 and the effect of Wills Act 1837 (Electronic Communications) (Amendment) (Coronavirus) Order 2020 which amends the meaning of 'presence' to allow remote witnessing of wills for a limited period. The changes to entrepreneurs' relief made by the Finance Act 2020 are addressed together with the implications of Skinner v RCC.
Author:
Publisher: Sweet & Maxwell
ISBN: 0414024842
Category : Law
Languages : en
Pages : 453
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Book Description
Private Client Tax is the essential reference guide for anyone concerned with cross border trust, estate and succession planning for wealthy international families.This includes not only family members themselves, but Private Banks, Family Offices and professionals serving this sector as accountants, tax advisers, lawyers, art and property advisors etc.Covering over 25 major jurisdictions worldwide this title offers you insight into the basic legal framework in each jurisdiction with commentary on topics on which anyone considering taking up residence in a new jurisdiction needs to focus.
Author: Emma Chamberlain
Publisher:
ISBN: 9780414043350
Category : Trusts and trustees
Languages : en
Pages : 1679
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Book Description
Trust Taxation covers the taxation of UK resident and non-resident trusts explaining in detail the income tax, capital gains tax and inheritance tax treatment of the various different types of trusts. The book covers the tax consequences of creating and ending a trust, as well as the tax issues to consider during the lifetime of each type of trust and on distributions to beneficiaries. Part 1 contains an overview of trust law including recent case law on Hastings Bass, the categorisation of foreign entities, the new domicile and residence proposals and case law on residence and domicile generally. It also summaries the tax rules for foreign domiciliaries. Parts 2 to 4 explain the relevant legislation in detail as it relates to trusts, including discussion of entrepreneurs' relief, rollover relief, reservation of benefit, excluded property and relevant property trusts. Part 5 deals with special situations, including the family home, chattels, employee benefit trusts, pilot trusts, bare trusts, disabled trusts, will drafting, variations, business property relief and agricultural property relief, divorce and trusts.
Author: Lucy Weldon
Publisher: Woodhead Publishing
ISBN: 9781855733282
Category : Business & Economics
Languages : en
Pages : 232
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Book Description
The first comprehensive professional guide to the workings and structure of the international private banking marketplace, this book details the services available, the key players, the distinctive characteristics of, pressure upon and trends within this traditionally very closed financial market. It begins with an analysis of the industry including an invaluable guide to private banking providers. The author then goes on to examine the profitability of private banking and then covers the structures and strategies which are necessary for private banking to work. The book concludes with an overview of the market trends and characteristics.
Author: American Bar Association. House of Delegates
Publisher: American Bar Association
ISBN: 9781590318737
Category : Law
Languages : en
Pages : 216
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Book Description
The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Author: CFA Institute
Publisher: John Wiley & Sons
ISBN: 1119743737
Category : Business & Economics
Languages : en
Pages : 352
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Book Description
The companion workbook to the Investment Management volume in the CFA Institute’s Portfolio Management in Practice series provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way. The Investment Management Workbook is structured to further readers’ hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more. With the workbook, readers will learn to: Form capital market expectations Understand the principles of the asset allocation process Determine comprehensive investment strategies within each asset class Integrate considerations specific to high net worth individuals or institutions into the selection of strategies Execute and evaluate chosen strategies and investment managers Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primary Investment Management volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day.
Author: Richter - Dahl Rocha & Associés
Publisher: Walter de Gruyter
ISBN: 3038210161
Category : Architecture
Languages : en
Pages : 416
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Book Description
The task of design is to integrate functional requirements, contextual conditions and technological means into the creation of a work of architectural culture. After twenty years of practice, a team involving Ignacio Dahl Rocha, Kenneth Ross, Christian Leibbrand, Manuela Toscan and others of the Lausanne-based Swiss office of Richter ∙ Dahl Rocha & Associés has undertaken to formulate the knowledge behind their architectural practice in a comprehensive manual. Covering the full span from initial design, building typology, technology to the cooperation with other professions in four extensive sections, this book conveys the concepts, methods and details that constitute the tools of state-of-the-art architectural projects. The material used is completely first-hand, with the technical drawings redrawn to this purpose, coming from projects like the much-acclaimed integral renovation of Nestlé Headquarters, from residential, office and healthcare buildings to the groundbreaking Swiss Tech Convention Center on the Lausanne Polytechnic Campus. Written with the editorial collaboration of Denise Bratton, this book sets new standards for architectural publications as tools for design.
Author: Stephen Dobney
Publisher: Images Publishing
ISBN: 9781875498550
Category : Architecture
Languages : en
Pages : 268
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Book Description
This monograph charts the evolution of Hasegawa's design process from her largely formal work of the late 1970s and early 80s to a more social architecture in recent years. This evolution has allowed her to explore not only the problems of form, as in he
