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'Trusts' A Practical Guide电子书

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作       者:Terence P. O'Halloran

出  版  社:Life Publications

出版时间:2017-01-01

字       数:47.1万

所属分类: 进口书 > 外文原版书 > 小说

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  • 读书简介
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Within the genre of financial self-help, ‘Trusts A Practical Guide’ is an invaluable and rare resource for financial experts and members of the public alike who need a reference work on a subject that is, on the face of it, complex but which undeniably affects many people’s lives at one point or another. Whatever your occupation or background, you are almost certain at some time to need some understanding of this subject, whether in your own financial planning or in advising those around you – and this guide is particularly helpful when dealing with a relative’s probate or the complex issues arising from an inheritance. After thirty-five years at the top of his profession, FSA member Terry O'Halloran writes passionately and informatively, not only about his subject but also about the importance of spreading the word to others. He has seen many times first hand the benefits of well-organized and implemented financial planning on people’s lives. More poignantly, he has seen what can happen when such matters are left to chance. Using famous historical characters, placing them in recognizable situations and using real life case histories, he explains the organization and procedure of Trusts simply and easily bringing his subject alive by putting it in a perspective that is easily assimilated by the layman. Terry O'Halloran clearly explains the intricacies of Trusts and confronts their realities with real-life examples such as a family case involving a number of ex-wives, a business partnership that goes very expensively wrong and even the attempted murder of a director and removal of the would-be assassin (as a Trustee). Building the full picture from simple steps, the author explains the merits or otherwise of trusts and their uses with life assurance and pension products. “Trusts are the most important adjunct to life assurance, business protection, estate planning and pension provision. A basic understanding is essential,” he insists. After searching in vain for a book for his own use, the need for a reference book on this subject was clear. “I needed a reference book that I could refer to during the working day but which would also be simple enough for any of my clients to understand. So I wrote one – in fact I had to write it because there was simply nothing suitable in existence. Moreover, I use it all the time. My own copies are dog-eared from use. “I believe,’ Trusts’ is a practical tool for the professional’s everyday use and a good guide for the layman.” "
目录展开

AUTHOR'S PREFACE

Foreword

Chapter 1 Trust Skills

Chapter 2 The Personalities

Chapter 3 The Start of a Trust in History

CONCLUSION

Chapter 4 The Structure of a Modern Trust

CONCLUSION

Chapter 5 An Element of Discretion

CONCLUSION

Chapter 6 A Need for Change - Statutory Protection

A Simple Case of Absolute Beneficiary

Chapter 7 Attributes of Family Trusts

Chapter 8 Flexible Trusts

Chapter 9 Conversion Rights and Options Exercisable Within a Trust

Chapter 10 Investments Within Trusts

Chapter 11 When Trust Fails

Chapter 12 The ‘Bucket and Trust’ Scheme

Chapter 13 Wills, Partnerships, Property and Trusts

Chapter 14 Pension Trusts

Chapter 15 Loans: Trusts Governing Small Self-Administered and Self-Invested Pension Schemes

ACT FACT Self-Invested Personal Pensions

Chapter 16 When ‘Trust’ in Trustees is Misplaced

Chapter 17 Trusts and Partnership Insurance

Chapter 18 Loans to Trusts for Tax Planning

Chapter 19 Offshore Trusts

Chapter 20 The Attributes of Trusts Reviewed

GLOSSARY

(i) Statutes Relating to Trust Provisions

(ii) Forms of Trust

(iii) Trusts - Technical Terminology

INDEX

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