Private Client 2021:

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Publisher : College of Law Publishing
ISBN 13 : 1914202023
Total Pages : 573 pages
Book Rating : 4.9/5 (142 download)

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Book Synopsis Private Client 2021: by : King

Download or read book Private Client 2021: written by King and published by College of Law Publishing . This book was released on 2021-01-18 with total page 573 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Private Client

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Author :
Publisher :
ISBN 13 : 9781910019078
Total Pages : 328 pages
Book Rating : 4.0/5 (19 download)

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Book Synopsis Private Client by : Helen Cousal

Download or read book Private Client written by Helen Cousal and published by . This book was released on 2014-01-01 with total page 328 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Model Rules of Professional Conduct

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Publisher : American Bar Association
ISBN 13 : 9781590318737
Total Pages : 216 pages
Book Rating : 4.3/5 (187 download)

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Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates

Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Banking and Finance Dispute Resolution in Hong Kong

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Publisher : Taylor & Francis
ISBN 13 : 1000921956
Total Pages : 197 pages
Book Rating : 4.0/5 (9 download)

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Book Synopsis Banking and Finance Dispute Resolution in Hong Kong by : Sau Wai Law

Download or read book Banking and Finance Dispute Resolution in Hong Kong written by Sau Wai Law and published by Taylor & Francis. This book was released on 2023-08-25 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Dealing with Digital Assets

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Publisher :
ISBN 13 : 9781784461027
Total Pages : 96 pages
Book Rating : 4.4/5 (61 download)

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Book Synopsis Dealing with Digital Assets by :

Download or read book Dealing with Digital Assets written by and published by . This book was released on 2018-09 with total page 96 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Succession Planning for Small and Family Businesses

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Publisher : CRC Press
ISBN 13 : 1000728358
Total Pages : 187 pages
Book Rating : 4.0/5 (7 download)

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Book Synopsis Succession Planning for Small and Family Businesses by : William J. Rothwell

Download or read book Succession Planning for Small and Family Businesses written by William J. Rothwell and published by CRC Press. This book was released on 2022-10-04 with total page 187 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents)

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Author :
Publisher : Jordan Publishing (GB)
ISBN 13 : 9781784731045
Total Pages : 0 pages
Book Rating : 4.7/5 (31 download)

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Book Synopsis A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) by : Chris Whitehouse

Download or read book A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) written by Chris Whitehouse and published by Jordan Publishing (GB). This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) deals with the legal aspects of tax planning for private clients. It is a companion volume to the popular A Modern Approach to Wills, Administration and Estate Planning (with Precedents). This work begins by looking at the essential legal framework of giving and tax law through a combination of detailed and authoritative commentary, worked examples and precedents. It then examines specific topics including: trusts and settlements, the family, and looks at particular assets such as the family home, CGT main residence relief, chattels, businesses and farms, investments, and insurance based products. It then goes on to examine tax planning using statutory reliefs and exemptions including joint ownership of land/sharing arrangements, gifts for family maintenance, normal expenditure out of income and charitable giving. This new edition includes: * Introduction of the Residential Nil Rate band (Finance (No 2) Act 2015) * Effect of the Taxation of Pensions Act 2015 * The impact of the Inheritance and Trustees Powers Act 2014 * Changes to IHT charges on relevant property trusts * Full text of the STEP Standard Provisions and STEP Investment Policy The authors' narrative commentary is supplemented by numerous precedents which are included on an accompanying CD-ROM, allowing users to download and adapt each document as necessary. [Subject: Tax Law, Inheritance Law]

Inheritance and the Right to Bequeath

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Publisher : Taylor & Francis
ISBN 13 : 1000645843
Total Pages : 244 pages
Book Rating : 4.0/5 (6 download)

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Book Synopsis Inheritance and the Right to Bequeath by : Hans-Christoph Schmidt am Busch

Download or read book Inheritance and the Right to Bequeath written by Hans-Christoph Schmidt am Busch and published by Taylor & Francis. This book was released on 2022-09-21 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: In every Western democracy today, inheritances have a very profound influence on people’s lives. This motivates renewed scholarship on inheritance law by philosophy and the legal sciences. The present volume aims to contribute to some ongoing areas of inquiry while also filling some gaps in research. It is organized in a highly interdisciplinary way. In the thirteen chapters of the book, written by outstanding philosophers and legal scholars, the following questions, among others, are discussed: What is the nature of the right to bequeath? What are the social functions of bequest and inheritance? What arguments concerning justice have philosophers and legal scholars advanced in favour or against practices of bequest and inheritance? How should we think about taxing the wealth transfers that occur in bequest and inheritance? In discussing these questions, the authors break new ground and offer much needed insight into several related domains, such as the philosophy of law; legal theory; general and applied ethics; social and political philosophy; theories of justice; and the history of legal, political, and economic thought. This book will be of great interest to scholars in these areas as well as policy-makers.

De Gruyter Handbook of Business Families

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Publisher : Walter de Gruyter GmbH & Co KG
ISBN 13 : 3110728052
Total Pages : 422 pages
Book Rating : 4.1/5 (17 download)

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Book Synopsis De Gruyter Handbook of Business Families by : Michael Carney

Download or read book De Gruyter Handbook of Business Families written by Michael Carney and published by Walter de Gruyter GmbH & Co KG. This book was released on 2023-01-30 with total page 422 pages. Available in PDF, EPUB and Kindle. Book excerpt: The management field increasingly recognizes that most firms in the world are family firms and that these entities operate differently from the non-family firms on which most of our current management theories are based. The De Gruyter Handbook of Business Families brings together work from leading academics who explore emerging research themes relevant to business families, particularly drawing in new insights from adjacent disciplines that can advance the family business field. The handbook challenges the traditional notion of the "single firm–single family" that has characterized most early research on family business. Recognizing that families may simultaneously own or control multiple businesses as well as substantial wealth beyond these firms in the form of financial and non-financial assets, this handbook focuses on business families rather than the narrower construct of family business. The contributions in this handbook explore the relatively neglected dynamics between individuals with family ties that shape the interaction between family and business; business families with multiple businesses; how business families adopt formal rules and processes around their joint activities; and the institutionalization of wealth and business families in society. The De Gruyter Handbook of Business Families fills a gap in the family business research literature and is an essential reference work for researchers and graduate-level students in the area of business families.

Global Private Banking and Wealth Management

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Publisher : John Wiley & Sons
ISBN 13 : 0470687819
Total Pages : 571 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis Global Private Banking and Wealth Management by : David Maude

Download or read book Global Private Banking and Wealth Management written by David Maude and published by John Wiley & Sons. This book was released on 2010-02-09 with total page 571 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Before You See Your First Client

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Publisher : Routledge
ISBN 13 : 1135929610
Total Pages : 176 pages
Book Rating : 4.1/5 (359 download)

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Book Synopsis Before You See Your First Client by : Howard Rosenthal

Download or read book Before You See Your First Client written by Howard Rosenthal and published by Routledge. This book was released on 2005-01-01 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: Before You See Your First Client begins where courses, workshops, training seminars, and textbooks leave off, providing a candid behind-the-scenes look at the fields of therapy, counseling and human services. In a reader-friendly and accessible style, Dr. Howard Rosenthal offers his readers 55 useful and practical ideas for the implementation, improvement, and expansion of one's mental health practice. Based on the author's own personal experiences, the book is written in an intimate and personal style to which inexperienced and beginning therapists can easily relate.

Doing Business After Brexit

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Publisher : Bloomsbury Publishing
ISBN 13 : 1526520389
Total Pages : 435 pages
Book Rating : 4.5/5 (265 download)

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Book Synopsis Doing Business After Brexit by : Helen Wong MBE

Download or read book Doing Business After Brexit written by Helen Wong MBE and published by Bloomsbury Publishing. This book was released on 2022-03-17 with total page 435 pages. Available in PDF, EPUB and Kindle. Book excerpt: On 31st December 2020, the Brexit transition period ended and the new EU-UK partnership began. The second edition discusses the new EU-UK partnership, and the related agreements, looking at the effect these will have on businesses trading with the EU. The book then looks at each area pertinent to running a business and looks at the related advantages and disadvantages that arise from Brexit, e.g. the Brexit Trade and Cooperation Agreement, a new points-based immigration system, and customs and VAT rules on imports and exports. This title is included in Bloomsbury Professional's Company and Commercial Law online service.

Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

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Publisher : McGraw-Hill Education
ISBN 13 : 9780071840163
Total Pages : 0 pages
Book Rating : 4.8/5 (41 download)

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Book Synopsis Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition by : G. Victor Hallman

Download or read book Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition written by G. Victor Hallman and published by McGraw-Hill Education. This book was released on 2015-01-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 1970s through 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 management trends and techniques. This latest edition of Private Wealth Management provides 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 the cornerstone of financial planning.

Multinationals, Poverty Alleviation and UK Aid

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Publisher : Taylor & Francis
ISBN 13 : 1000983323
Total Pages : 248 pages
Book Rating : 4.0/5 (9 download)

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Book Synopsis Multinationals, Poverty Alleviation and UK Aid by : Jo-Anna Russon

Download or read book Multinationals, Poverty Alleviation and UK Aid written by Jo-Anna Russon and published by Taylor & Francis. This book was released on 2023-10-12 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book analyses the complex relationship between the private sector, UK official development assistance (ODA) and poverty alleviation in sub-Saharan Africa. In recent years, the private sector has occupied an increasingly prominent position within UK ODA, bringing a range of opportunities and conflicting interests. This book first traces the trajectory of private sector engagement in ODA, before setting out the theoretical and analytical framework for analysing the mutual prosperity agenda in UK ODA – the notion that ODA can benefit both donor and beneficiary country interests. By extending corporate social responsibility theory (in the emerging field of business and development studies) to ODA, the book critiques the underlying assumptions contained within UK ODA-multinational corporation partnerships. With reference to three case studies GlaxoSmithKline plc., Barclays plc. and Anheuser-Busch InBev (formerly SABMiller), the book identifies where the activities of multinational corporations support and/or undermine ODA goals and the implications for the UK’s mutual prosperity agenda. Overall, the book reflects a pragmatic approach to maximising the role of private sector actors in ODA, whilst also drawing attention to the opportunities and challenges in the mutual prosperity agenda. The book will be of interest to researchers from business management, development studies and political science, as well as to practitioners with an interest in the role of the private sector in ODA.

Lasting Powers of Attorney a Practical Guide

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Publisher : Law Society Publishing
ISBN 13 : 9781853285035
Total Pages : 302 pages
Book Rating : 4.2/5 (85 download)

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Book Synopsis Lasting Powers of Attorney a Practical Guide by : Craig Ward

Download or read book Lasting Powers of Attorney a Practical Guide written by Craig Ward and published by Law Society Publishing. This book was released on 2008 with total page 302 pages. Available in PDF, EPUB and Kindle. Book excerpt: Lasting Powers of Attorney replace Enduring Powers of Attorney as an instrument to delegate decision-making regulated by the principles of the Mental Capacity Act and exercised with regard to the guidance in the Code of Practice. This practical book explains how the new scheme differs from EPAs.

Formalization of the Informal Economy

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Author :
Publisher : Springer Nature
ISBN 13 : 3031379284
Total Pages : 129 pages
Book Rating : 4.0/5 (313 download)

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Book Synopsis Formalization of the Informal Economy by : Colin C. Williams

Download or read book Formalization of the Informal Economy written by Colin C. Williams and published by Springer Nature. This book was released on 2023-09-09 with total page 129 pages. Available in PDF, EPUB and Kindle. Book excerpt: This Brief provides a cutting-edge evaluation of the application of digital technologies to tackle the informal economy. Employing institutional theory to explain the informal economy, this book reveals that the informal economy arises when formal institutional failings trigger a gap between the formal rules of the game and social norms. Chapters outline how use of digital technologies by public authorities, such as tax, social security and labor authorities, can alter social norms so that they accord with the formal rules of the game and generate a formalization of the informal economy. Setting out the e-government tools that can improve the relationship between businesses, employers, workers and citizens, and government, this book will be essential reading for academics and advanced students studying development economics, labor economics, public economics, behavioral economics, economic sociology and institutional economics as well as for government policymakers working in related fields.

Advising the Wealthy Client

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Publisher :
ISBN 13 : 9781787423305
Total Pages : 229 pages
Book Rating : 4.4/5 (233 download)

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Book Synopsis Advising the Wealthy Client by :

Download or read book Advising the Wealthy Client written by and published by . This book was released on 2020-08-21 with total page 229 pages. Available in PDF, EPUB and Kindle. Book excerpt: This comprehensive new handbook, featuring contributions by leading private client advisers, includes chapters on choosing a country of residence, buying substantial properties, risk and reputation management and an evaluation of the wealth infrastructure, the philanthropic framework and the future of global investing. Edited by Barbara Hauser, Editor of The International Family Offices Journal and the new edition of Family Offices: The STEP Handbook for Advisers, this new handbook will provide essential reading for all private client advisers, wherever they are based.