Tolley's Estate Planning 2023-24
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Commentary
Written by well-known tax planning experts, this source considers all aspects of estate planning, showing you how to formulate strategies for the provision, holding and devolution of personal and family resources and is packed with practical planning suggestions. It includes a practical step-by-step case study and worked examples and tables.
SOURCE CURRENCY: 2023-24 Edition.
Authors:
Sharon McKie is a partner of McKie and Co LLP. She has developed a particular expertise in the management of complex tax enquiries and litigation. She is a well-known authoress on capital tax planning issues and a member of both the Private Client (UK) Sub-Committee and the Private Client (International) Sub-Committee of the Chartered Institute of Taxation and is a former member of the Inheritance Tax and Trusts Sub-Committee of the Faculty of Taxation. She was awarded the Chartered Institute of Taxation’s Fellowship Medal for the best fellowship submission of the year in 2014.
Simon McKie is a partner of McKie & Co LLP. He is a member of the Technical Committee of the Society of Trust and Estate Practitioners, and also a member of both the Private Client (UK) Sub-Committee and the Private Client (International) Sub-Committee of the Chartered Institute of Taxation, and he is a former chairman of that Institute’s Capital Taxes Sub-Committee. He is a former chairman of the Faculty of Taxation and of the Faculty’s Inheritance Tax and Trusts Technical Sub-Committee. He is an established tax author and has written and lectured widely on taxation. In no less than seven years he has been a finalist in the Taxation Awards ‘Tax Writer of the Year’.
McKie & Co (Advisory Services) LLP provides expert advice on matters of private client taxation directly to individuals, trusts, companies and other entities and to solicitors, accountants and other advisers of such clients. Its principals also undertake engagements as expert witnesses. It recently won the ‘Best Private Client Tax Practice’ award at the 2022 Taxation Awards, having won the ‘Best Tax Consultancy Team’ award in both the 2015 and 2012 Taxation Awards, and having been short-listed for this award again in 2019. In 2009/2010 it won the Society of Trust and Estate Practitioners’ award for ‘Boutique Firm of the Year’ and was shortlisted again for this award in 2013 and 2016.
SOURCE CURRENCY: 2023-24 Edition.
Authors:
Sharon McKie is a partner of McKie and Co LLP. She has developed a particular expertise in the management of complex tax enquiries and litigation. She is a well-known authoress on capital tax planning issues and a member of both the Private Client (UK) Sub-Committee and the Private Client (International) Sub-Committee of the Chartered Institute of Taxation and is a former member of the Inheritance Tax and Trusts Sub-Committee of the Faculty of Taxation. She was awarded the Chartered Institute of Taxation’s Fellowship Medal for the best fellowship submission of the year in 2014.
Simon McKie is a partner of McKie & Co LLP. He is a member of the Technical Committee of the Society of Trust and Estate Practitioners, and also a member of both the Private Client (UK) Sub-Committee and the Private Client (International) Sub-Committee of the Chartered Institute of Taxation, and he is a former chairman of that Institute’s Capital Taxes Sub-Committee. He is a former chairman of the Faculty of Taxation and of the Faculty’s Inheritance Tax and Trusts Technical Sub-Committee. He is an established tax author and has written and lectured widely on taxation. In no less than seven years he has been a finalist in the Taxation Awards ‘Tax Writer of the Year’.
McKie & Co (Advisory Services) LLP provides expert advice on matters of private client taxation directly to individuals, trusts, companies and other entities and to solicitors, accountants and other advisers of such clients. Its principals also undertake engagements as expert witnesses. It recently won the ‘Best Private Client Tax Practice’ award at the 2022 Taxation Awards, having won the ‘Best Tax Consultancy Team’ award in both the 2015 and 2012 Taxation Awards, and having been short-listed for this award again in 2019. In 2009/2010 it won the Society of Trust and Estate Practitioners’ award for ‘Boutique Firm of the Year’ and was shortlisted again for this award in 2013 and 2016.
Contributors
| Sharon McKie | Author |
| Simon McKie | Author |
