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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: King
Publisher: College of Law Publishing
ISBN: 1914202023
Category : Law
Languages : en
Pages : 573
Get Book Here
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: Helen Cousal
Publisher:
ISBN: 9781910019078
Category : Inheritance and succession
Languages : en
Pages : 328
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Book Description
After a short, practical introduction in Chapter 1 (which includes a list of useful websites), the book deals with British nationality and the right of abode in the United Kingdom in Chapter 2. This is followed by a detailed analysis of immigration controls in Chapter 3. The unique immigration status of EU and EEA nationals and their family members is considered in Chapter 4, along with how a family member of a British citizen who has engaged Treaty rights might use EU rather than domestic law to enter the UK. The next four chapters then address the key immigration categories of entry to the UK, including new chapters on visitors and students under the Tier 4 points based system. Asylum seekers and refugees are considered in Chapter 9. Enforcement of immigration law and the appeals system are dealt with in the last two chapters. The appendices contain key resource documents such as the Immigration Rules, the Immigration (EEA) Regulations 2006 and materials on the points based system.
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: 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: Sau Wai Law
Publisher: Taylor & Francis
ISBN: 1000921956
Category : Law
Languages : en
Pages : 197
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Book Description
This book examines the concept of ‘naming, blaming, claiming’ in the application of arbitration for private banking dispute resolution. The author focuses on examining this issue using Hong Kong as a case in point, blending theory and empirical evidence to unveil how disputes are resolved within the banking and finance industry, which will enable them to explore possible effective and efficient mechanisms to resolve financial disputes. The book offers a comprehensive review of the laws and regulations governing the private banking industry in Hong Kong and selected jurisdictions, as well as how they are implemented. It examines the clients’ perceptions through an innovative methodology for empirical studies. Describing how clients react to the laws and regulations and the potential adverse impacts to the stability of the banking industry, the author identifies possible factors that could trigger another financial crisis. Synthesising his analysis, the author proposes newly discovered self-corrective mechanisms embedded among clients and concludes with policy recommendations. Directly relevant to banking practitioners, particularly legal and compliance departments, and senior management, the book is also written for legal professionals interested in the practices of dispute resolution in banking and finance. Additional readerships will include bank regulators, government officials, policy makers, researchers, and those involved in courses in banking and financial law, as well as Arbitration and Dispute Resolution.
Author:
Publisher:
ISBN: 9781784461027
Category :
Languages : en
Pages : 96
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Book Description
Author: William J. Rothwell
Publisher: CRC Press
ISBN: 1000728358
Category : Business & Economics
Languages : en
Pages : 187
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Book Description
Who will lead your organization into the future? Have you created the systems to properly implement required succession transitions? Have you put the financial tools in place to fund the transition? Do you want a plan that connects with your personal and company core values? When do you include timely planning related to strategy and talent issues? What are the appropriate communication strategies for sharing your plan? What legal issues need consideration related to the strategy, financial, and people aspects of succession? So, what is preventing you from starting this effort tomorrow? Small and family businesses are the bedrock of all businesses. More people are employed by small and family-owned businesses than by all multinational companies combined. Yet the research on small and family businesses is bleak: fewer than one-third of small business owners in the United States can afford to retire. Only 40% of small businesses have a workable disaster plan in case of the sudden death or disability of the owner, and only 42% of small businesses in the United States have a succession plan. Fewer than 11% of family-owned businesses make it to the third generation beyond the founder. Lack of succession planning is the second most common reason for small business failure. Many organizations often wonder where to start and what to do. Succession Planning for Small and Family Businesses: Navigating Successful Transitions presents a comprehensive approach to guiding such efforts. Small and family-owned businesses rarely employ first-rate, well-qualified talent in human resources. More typically, business owners must be jacks-of-all-trades and serve as their own accountants, lawyers, business consultants, marketing experts, and HR wizards. Unfortunately, that does not always work well when business owners embark on planning for retirement or business exits. To help business owners avert problems, this book advises on some of the management, tax and financial, legal, and psychological issues that should be considered when planning retirement or other exits from the business. This comprehensive approach is unique when compared to the books, articles, and other literature that currently exist on the market. This book takes on a bold and integrated approach. Relevant research combined with the rich experiences of the authors connects this thorough, evidence-based approach to action-based approaches for the reader.
Author: Dan Rattiner
Publisher: Assouline Publishing
ISBN: 1614289875
Category : Travel
Languages : en
Pages : 6
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Book Description
“The Hamptons” is synonymous with luxury. Simply mentioning the name conjures images of poolside soirées, grandiose waterfront estates and endless days on the beach socializing with the upper echelon. But before this famed peninsula became the summer haunt of the glitterati, its forty miles of rolling sand dunes provided the perfect landscape for English settlers. Once New York high society caught wind of the charming hamlets and salty air, its members—from the Fords to the Vanderbilts—soon turned The Hamptons into a summer oasis. Next came the creatives seeking solitude, a place to write and sketch, away from the urban cacophony. John Steinbeck in Sag Harbor. Jackson Pollock in the Springs. And Andy Warhol in Montauk. Now, Jay-Z and Beyoncé, Calvin Klein, Madonna, Alec Baldwin and Martha Stewart all enjoy Hamptons homes. They may come from different realms, but what’s one thing all Hamptonites, honorary or official, can agree on? The locale boasts a unique allure—one that morphs to meet the desires of its next seasonal guest or lifelong dweller.
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: G. Victor Hallman
Publisher: McGraw Hill Professional
ISBN: 0071840176
Category : Business & Economics
Languages : en
Pages : 688
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Book Description
Where financial advisors go for answers--revised and updated to address consequential legal and economic changes From the oil crisis and stock market crash in the 1970sthrough deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom's classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today's professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth managementtrends and techniques. This latest edition of Private Wealth Managementprovides everything you need to operate with sophistication and savvy in today's markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the "Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010" and the "American Taxpayer Relief Act of 2012" A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as "portability" This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current "super-low" interest rates. Private Wealth Management, Ninth Edition, is thecornerstone of financial planning.
