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Author : Lesley King
Publisher : College of Law Publishing
Page : 630 pages
File Size : 45,7 Mb
Release : 2020-02-01
Category : Law
ISBN : 9781913226442
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 : King
Publisher : College of Law Publishing
Page : 573 pages
File Size : 55,5 Mb
Release : 2021-01-18
Category : Law
ISBN : 9781914202025
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 : Anonim
Publisher : Sweet & Maxwell
Page : 453 pages
File Size : 49,6 Mb
Release : 2012-08-16
Category : Law
ISBN : 9780414024847
Private Client Tax is the essential reference guide for anyone concerned with cross border trust, estate and succession planning for wealthy international families.This includes not only family members themselves, but Private Banks, Family Offices and professionals serving this sector as accountants, tax advisers, lawyers, art and property advisors etc.Covering over 25 major jurisdictions worldwide this title offers you insight into the basic legal framework in each jurisdiction with commentary on topics on which anyone considering taking up residence in a new jurisdiction needs to focus.
Author : David Maude
Publisher : John Wiley & Sons
Page : 571 pages
File Size : 44,9 Mb
Release : 2010-02-09
Category : Business & Economics
ISBN : 9780470687819
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 : Emma Chamberlain,Chris Whitehouse
Publisher : Unknown
Page : 1679 pages
File Size : 42,9 Mb
Release : 2011
Category : Trusts and trustees
ISBN : 0414043359
Trust Taxation covers the taxation of UK resident and non-resident trusts explaining in detail the income tax, capital gains tax and inheritance tax treatment of the various different types of trusts. The book covers the tax consequences of creating and ending a trust, as well as the tax issues to consider during the lifetime of each type of trust and on distributions to beneficiaries. Part 1 contains an overview of trust law including recent case law on Hastings Bass, the categorisation of foreign entities, the new domicile and residence proposals and case law on residence and domicile generally. It also summaries the tax rules for foreign domiciliaries. Parts 2 to 4 explain the relevant legislation in detail as it relates to trusts, including discussion of entrepreneurs' relief, rollover relief, reservation of benefit, excluded property and relevant property trusts. Part 5 deals with special situations, including the family home, chattels, employee benefit trusts, pilot trusts, bare trusts, disabled trusts, will drafting, variations, business property relief and agricultural property relief, divorce and trusts.
Author : Lucy Weldon
Publisher : Woodhead Publishing
Page : 232 pages
File Size : 49,5 Mb
Release : 1997-11-26
Category : Business & Economics
ISBN : 1855733285
The first comprehensive professional guide to the workings and structure of the international private banking marketplace, this book details the services available, the key players, the distinctive characteristics of, pressure upon and trends within this traditionally very closed financial market. It begins with an analysis of the industry including an invaluable guide to private banking providers. The author then goes on to examine the profitability of private banking and then covers the structures and strategies which are necessary for private banking to work. The book concludes with an overview of the market trends and characteristics.
Author : CFA Institute
Publisher : John Wiley & Sons
Page : 352 pages
File Size : 44,7 Mb
Release : 2020-11-11
Category : Business & Economics
ISBN : 9781119743736
The companion workbook to the Investment Management volume in the CFA Institute’s Portfolio Management in Practice series provides students and professionals with essential practice regarding key concepts in the portfolio management process. Filled with stimulating exercises, this text is designed to help learners explore the multifaceted topic of investment management in a meaningful and productive way. The Investment Management Workbook is structured to further readers’ hands-on experience with a variety of learning outcomes, summary overview sections, challenging practice questions, and solutions. Featuring the latest tools and information to help users become confident and knowledgeable investors, this workbook includes sections on professionalism in the industry, fintech, hedge fund strategies, and more. With the workbook, readers will learn to: Form capital market expectations Understand the principles of the asset allocation process Determine comprehensive investment strategies within each asset class Integrate considerations specific to high net worth individuals or institutions into the selection of strategies Execute and evaluate chosen strategies and investment managers Well suited for individuals who learn on their own, this companion resource delivers an example-driven method for practicing the tools and techniques covered in the primary Investment Management volume, incorporating world-class exercises based on actual scenarios faced by finance professionals every day.
Author : Richter - Dahl Rocha & Associés
Publisher : Walter de Gruyter
Page : 416 pages
File Size : 55,5 Mb
Release : 2014-02-06
Category : Architecture
ISBN : 9783038210160
The task of design is to integrate functional requirements, contextual conditions and technological means into the creation of a work of architectural culture. After twenty years of practice, a team involving Ignacio Dahl Rocha, Kenneth Ross, Christian Leibbrand, Manuela Toscan and others of the Lausanne-based Swiss office of Richter ∙ Dahl Rocha & Associés has undertaken to formulate the knowledge behind their architectural practice in a comprehensive manual. Covering the full span from initial design, building typology, technology to the cooperation with other professions in four extensive sections, this book conveys the concepts, methods and details that constitute the tools of state-of-the-art architectural projects. The material used is completely first-hand, with the technical drawings redrawn to this purpose, coming from projects like the much-acclaimed integral renovation of Nestlé Headquarters, from residential, office and healthcare buildings to the groundbreaking Swiss Tech Convention Center on the Lausanne Polytechnic Campus. Written with the editorial collaboration of Denise Bratton, this book sets new standards for architectural publications as tools for design.
Author : Stephen Dobney
Publisher : Images Publishing
Page : 268 pages
File Size : 45,6 Mb
Release : 1997
Category : Architecture
ISBN : 1875498559
This monograph charts the evolution of Hasegawa's design process from her largely formal work of the late 1970s and early 80s to a more social architecture in recent years. This evolution has allowed her to explore not only the problems of form, as in he
Author : CFA Institute
Publisher : John Wiley & Sons
Page : 3863 pages
File Size : 41,9 Mb
Release : 2021-06-29
Category : Business & Economics
ISBN : 9781119705109
Prepare for success on the 2022 CFA Level III exam with the latest official CFA® Program Curriculum. The 2022 CFA Program Curriculum Level III Box Set contains all the material you need to succeed on the Level III CFA exam in 2022. This set includes the full official curriculum for Level III and is part of the larger CFA Candidate Body of Knowledge (CBOK). Designed to acclimate you to the exam’s heavy reliance on information synthesis and solution application regarding portfolio management and wealth planning, the Level III curriculum will help you master both calculation-based and word-based problems. Highly visual and intuitively organized, this box set allows you to: Learn from financial thought leaders. Access market-relevant instruction. Gain critical knowledge and skills. The set also includes practice questions to assist with your recall of key terms, concepts, and formulas. Perfect for anyone preparing for the 2022 Level III CFA exam, the 2022 CFA Program Curriculum Level III Box Set is a must-have resource for those seeking the advanced skills required to become a Chartered Financial Analyst®.
Author : Kim G. C. Moody
Publisher : Redwood Publishing, LLC
Page : 140 pages
File Size : 51,6 Mb
Release : 2020-03-23
Category : Business & Economics
ISBN : 1952106265
I'm writing this book because I want readers to be better informed about their own situations, and I want them to examine the national policy implications of our tax system.
Author : Roy C. Smith,Ingo Walter,Gayle DeLong
Publisher : Oxford University Press
Page : 457 pages
File Size : 51,8 Mb
Release : 2012-02-16
Category : Business & Economics
ISBN : 9780195335934
Global Banking, Third Edition wades into the chaos and confusion of today's global banking and capital market environment and strips out the central parts, so each can be examined separately.
Author : Dimitris N. Chorafas
Publisher : Elsevier
Page : 352 pages
File Size : 51,5 Mb
Release : 2011-02-24
Category : Business & Economics
ISBN : 0080461646
Wealth Management has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a rigorous way whether structured financial products are advisable investments for retail and institutional investors and, if yes, which risks they entail. As our society becomes increasingly affluent, and state-supported pension schemes find it difficult to survive, a growing number of high net-worth individuals, and families, have become retail investors – looking for ways and means to optimize wealth management, and Private Banking deals with these sorts of clients. Private banking also deals with clients that are institutional investors, such as pension funds, mutual funds, and insurance companies, as well as not-for-profits, foundations and companies explicitly set up for wealth management. Both institutional and retail investors are being offered by the banks they work with structured products. Typically, these are securities that provide them with a redemption amount, with may be either with full or partial capital protection, and some type of return. The book examines structured financial products, their polyvalent nature, and the results which could be expected from them. Return on structural instruments, which are essentially derivatives, is paid in function of a specific investment strategy on selected underlying asset(s). This essentially means on the performance of the underlyings, obtained by asset managers, which may be banks or hedge funds, through purchase or sale of embedded options. But there are risks. Both risk and return from structured products are related to three main issues: the volatility of future value of an underlying, the uncertainty of future events, and the exposure of the product. Every type of investment is subject to market forces, and the more leveraged a portfolio is, the greater will probably be both the assumed risk and the expected reward. The fact that structured financial products appeal, or at least are being marketed, to both retail investors and institutional investors makes the dual approach deliberately chosen in this book most advisable. This book addresses all these issues in a practical manner with numerous case studies and real-world examples drawn from the author’s intensive research. Because it is based on intensive research, the book is rich in practical examples and case studies Addresses the growing trend towards the use of structured financial instruments in private banking Thorough treatment of structured financial products that keeps maths to a minimum
Author : Ingo Walter
Publisher : CFA Institute Research Foundation
Page : 114 pages
File Size : 43,5 Mb
Release : 2015-11-02
Category : Business & Economics
ISBN : 9781934667903
The dynamics of the asset management business are complex and geographically diverse. Products and vendors compete within and across markets and often shade into each other. Regulation can differ dramatically according to financial systems and functions. Here are discussed the major asset management sectors—pension funds, mutual funds, alternative investment vehicles, and private wealth management. Despite the complexity of the industry, common threads run through the discussion—growth, risk, and cost—that cannot be ignored by asset managers hoping to be sustainably profitable. What is required to excel includes distribution in leading markets, product breadth and consistency, global money management expertise, and capital strength. Also needed are technological capability, marketing and customer service skills, defensible pricing, low-cost production, and a strong brand. All these characteristics must be rooted in an affirmative culture with cohesive senior management and a talented and motivated staff.
Author : John P. Napolitano CPA, PFS, CFP
Publisher : Penguin
Page : 356 pages
File Size : 48,5 Mb
Release : 2007-12-04
Category : Business & Economics
ISBN : 9781440626401
Building a successful career in a red-hot field. Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more. —Includes a comprehensive resource section
