Tolley's Estate Planning 2019-20

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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
2019-20 Edition

UPDATE INFORMATION
Tolley's Estate Planning 2019-20 provides essential guidance on how to formulate a plan for the provision, holding and devolution of personal and family resources. It contains all the information required to achieve the most convenient and effective planning at the lowest cost. This latest edition takes full account of the changes made by Finance Act 2019. It is packed with practical planning suggestions. The style is straightforward and easy to read with clear headings and worked examples. A practical worked step-by-step case study illustrates the benefits of careful planning and incorporates many points discussed throughout the book.

AUTHOR INFORMATION

Sharon McKie is a partner of McKie and Co (Advisory Services) 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 the Succession Taxes 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 (Advisory Services) LLP. He is a
member of the Technical Committee of the Society of Trust and Estate
Practitioners, and also a member of the Succession Taxes Sub-Committee and
CGT and Investment 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 Facul-
ty's Inheritance Tax and Trusts Technical Sub-Committee. He is an established
tax author and has written and lectured widely on taxation.

McKie & Co (Advisory Services) LLP provides expert advice on matters of
private client taxation to solicitors, accountants and other advisers. It also
provides advice directly to individuals, trusts, companies and other entities. It
has won the 'Best Tax Consultancy Team' award in both the 2015 and 2012
Taxation Awards, and was 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'. The judges said: 'McKie & Co offers the highest
level of specialist trust and tax service. Their broad experience and clear,
logically ordered and positive advice was reflected in positive client references.'
It was shortlisted again for this award in 2013 and 2016.