Private Client Wills Trust and Estate Planning

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Private-Client-Wills-Trust-and-Estate-Planning-Config

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.

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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 came into 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.

Contents

  • Private Client – An Introduction
  • Financial Planning
  • Enduring Powers of Attorney, Lasting Powers of Attorney and Living Wills
  • Estate Planning
  • Introduction to Settlements
  • Lifetime Settlements: Common Drafting Points
  • Drafting Beneficial Interests
  • Accumulation and Maintenance Settlements
  • Trust Advances and Appointments
  • The Exercise of Powers of Advancement and Appointment
  • Basic Will Drafting
  • Will Trusts
  • Post-Death Arrangements
  • Trust Administration
  • The Overseas Dimension
  • Appendices

Professor Lesley King is a Professional Development Consultant at The University of Law. She is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists. Lesley is the wills and probate columnist for the Law Society Gazette and writes and lectures extensively on wills, taxation and related matters.

This book is part of a series of study manuals that have been specially designed to cover content for students studying Key Practice Areas on the LLM Legal Practice (SQE1&2). Published and updated regularly, these user-friendly study manuals are designed to help you successfully acquire knowledge and understanding of the foundational law of England & Wales.

Each title is designed to operate as a study manual, rather than solely a textbook. This means that understanding of the subject is developed using worked examples and activities.
For students only at The University of Law, the study manuals are used alongside other learning resources to prepare students not only for achievement of an academic qualification, but also for a future life in professional legal practice.

  • Print: 978-1-914219-78-8
  • Pages: 394

*Please note delivery of this study manual will take up to 2 working weeks.

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