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A Practitioner's Guide to Trustee Investment Powers

A Practitioner's Guide to Trustee Investment Powers PDF Author: Michael O'Sullivan
Publisher:
ISBN: 9780406965288
Category : Legal investments
Languages : en
Pages : 205

Book Description
Concentrates on the powers and duties of trustees in relation to the investment of trust funds. This book provides a concise guide to the considerations that a trustee should bear in mind and examines the Act against the background of the case law that is relevant and applicable.

A Practitioner's Guide to Trustee Investment Powers

A Practitioner's Guide to Trustee Investment Powers PDF Author: Michael O'Sullivan
Publisher:
ISBN: 9780406965288
Category : Legal investments
Languages : en
Pages : 205

Book Description
Concentrates on the powers and duties of trustees in relation to the investment of trust funds. This book provides a concise guide to the considerations that a trustee should bear in mind and examines the Act against the background of the case law that is relevant and applicable.

A Practitioner's Guide to Trustee Investment

A Practitioner's Guide to Trustee Investment PDF Author: O'Sullivan
Publisher: Bloomsbury Professional
ISBN: 9781845925932
Category : Business & Economics
Languages : en
Pages : 205

Book Description
"The law relating to trustee investment was fundamentally altered by the introduction of the Trustee Act 2000. Solicitors, accountants, bankers and other persons acting as trustees are subject to amended statutory duties including the new statutory duty of care. The new regime provides trustees with new powers but imposes a raft of new obligations on them in order to safeguard the interest of beneficiaries. This title concentrates on the powers and duties of trustees in relation to the investment of trust funds. It provides a concise guide to the considerations that a trustee should bear in mind and examines the Act against the background of the old case law that is still relevant and applicable."

A Practitioner's Guide to Powers and Duties of Trustees

A Practitioner's Guide to Powers and Duties of Trustees PDF Author: Lloyd
Publisher: Bloomsbury Professional
ISBN: 9781845925802
Category : Law
Languages : en
Pages : 258

Book Description
"This book covers all aspects of powers and duties of trustees, including the duties of care they owe, administrative and dispositive responsibilities, matters which can and cannot be delegated, as well as featuring cases in detail. Written by well known practitioners in the field, this concise, user-friendly handbook appeals to all those who are involved with trust property, whether as a beneficiary, trustee or personal representative, and their professional advisers."

A Practitioner's Guide to Powers and Duties of Trustees

A Practitioner's Guide to Powers and Duties of Trustees PDF Author: Stephen J. G. Lloyd
Publisher:
ISBN: 9780754514893
Category : Trusts and trustees
Languages : en
Pages : 315

Book Description


A Practitioner's Guide to Drafting Trusts

A Practitioner's Guide to Drafting Trusts PDF Author: Michael Waterworth
Publisher: Tolley
ISBN: 9780754519140
Category : Trusts and trustees
Languages : en
Pages : 414

Book Description
This practical handbook covers the main principles of drafting trusts as well as providing concise coverage of the drafting of specific trusts. Acce ssible and user friendly, this guide covers: uses of trusts; types of trust; will trusts; drafting style; validity of the trust; choice of trustees; trustees' duties and powers; content of trust deed; administrative provisions; miscellaneous matters and precedents. The guide is suitable for trust practitioners, private client lawyers, accountants and professional students, and complements the larger, more weighty texts in the Trusts and Estates portfolio.

A Practitioner's Guide to Trusts

A Practitioner's Guide to Trusts PDF Author: John Thurston
Publisher: A&C Black
ISBN: 1780433573
Category : Law
Languages : en
Pages : 661

Book Description
A Practitioner's Guide to Trusts is a step-by-step guide to all the practical aspects of trust law. Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers.Written by an expert and highly respected author, this handbook provides practical information that is as useful to accountants and trust practitioners as it is to lawyers. It has been fully updated and revised to take into account the latest Finance Act.KEY FEATURES:Includes changes to IHT treatment of trusts subject to the relevant property regime (simplification of the calculation of IHT charges on trusts at ten-yearly intervals or when assets are transferred out of the trust);Expanded analysis on income tax and CGT treatment of trusts;The book has been designed to make key information easy to find and assimilate and includes signposts to provide useful summaries and focus points to highlight important issues;Case law includes the IHT Pawson holiday let case (28 Jan 2013).Includes coverage of the following areas:Breach of trust;Capital Gains Trust and second residences;Income tax and settlor interested trusts;Ownership of house (Jones v Kernott);Ownership of monies in joint bank account;Proprietary estoppel;Removal of trustees;Severance of joint tenancy.Previous edition ISBN: 9781847667687

Quantitative Value, + Web Site

Quantitative Value, + Web Site PDF Author: Wesley R. Gray
Publisher: John Wiley & Sons
ISBN: 1118328078
Category : Business & Economics
Languages : en
Pages : 293

Book Description
A must-read book on the quantitative value investment strategy Warren Buffett and Ed Thorp represent two spectrums of investing: one value driven, one quantitative. Where they align is in their belief that the market is beatable. This book seeks to take the best aspects of value investing and quantitative investing as disciplines and apply them to a completely unique approach to stock selection. Such an approach has several advantages over pure value or pure quantitative investing. This new investing strategy framed by the book is known as quantitative value, a superior, market-beating method to investing in stocks. Quantitative Value provides practical insights into an investment strategy that links the fundamental value investing philosophy of Warren Buffett with the quantitative value approach of Ed Thorp. It skillfully combines the best of Buffett and Ed Thorp—weaving their investment philosophies into a winning, market-beating investment strategy. First book to outline quantitative value strategies as they are practiced by actual market practitioners of the discipline Melds the probabilities and statistics used by quants such as Ed Thorp with the fundamental approaches to value investing as practiced by Warren Buffett and other leading value investors A companion Website contains supplementary material that allows you to learn in a hands-on fashion long after closing the book If you're looking to make the most of your time in today's markets, look no further than Quantitative Value.

Pennsylvania Trust Guide

Pennsylvania Trust Guide PDF Author: Julieanne E. Steinbacher
Publisher:
ISBN:
Category : Trusts and trustees
Languages : en
Pages : 0

Book Description


A Primer for Investment Trustees

A Primer for Investment Trustees PDF Author: Jeffery V. Bailey
Publisher:
ISBN: 9781934667330
Category : Investments
Languages : en
Pages : 107

Book Description


A Practitioner's Guide to Conflicts of Interest in the Financial Services Industry

A Practitioner's Guide to Conflicts of Interest in the Financial Services Industry PDF Author: Dick Frase
Publisher: Sweet & Maxwell
ISBN: 0414049411
Category : Business & Economics
Languages : en
Pages : 365

Book Description
This title examines in a practical manner the complex law and regulations that now exist in the United Kingdom, the United States of America and various other important jurisdictions concerning the concept of conflicts of interest and how the principles have been applied in the financial services industry