Discounted Books

Enjoy member discounts with specialist publishers on selected titles

We have negotiated substantial discounts with specialist publishers on selected titles, exclusive to members. To order these books, please follow the instructions noted in the individual publication listings below.

Please note, member discounts are also available for STEP-endorsed books and STEP-published books.

Jump to books on:

Tax and compliance

Trusts (including contentious trusts)

Vulnerable clients

Wills, probate and succession

Tax and compliance

Criminal Capital - How the Finance Industry Facilitates Crime

Price: GBP19.00, STEP Member price GBP13.99
To obtain your 30% discount use promotional code PM16THIRTY at the Palgrave checkout

Criminal Capital is an engaging but authoritative account of how financial structures and products can and are being used to evade proper scrutiny and enable criminal activity and what can be done about it. Based on the analysis of the financial methods that are frequently used by criminals, it deals with the widespread abuse of financial systems.

Guide to US/UK Private Wealth Tax PlanningGuide to US/UK Private Wealth Tax Planning

Author: Robert L Williams
Price: GBP130, STEP member price: GBP104
Exclusive 20% member discount code is TOSTEP20 – Bloomsbury Professional online bookshop 

Guide to US/UK Private Wealth Tax Planning covers all the information and legislation you are likely to require when advising clients exposed to both UK and US taxation, providing you with: a quick reference summary of the UK and US rules applicable to your clients; a comprehensive summary of available unilateral and treaty planning techniques to avoid US estate tax or UK inheritance tax for clients who are non-domiciliaries of the UK or US; optimal income and gains tax planning for foreign trusts with UK or US beneficiaries; integrated UK and US tax planning solutions for clients exposed to both UK and US tax. 

The International Enforcement Law Reporter (IELR)

IELRFormat – Monthly hard-copy journal
Subscription price – USD365, STEP member price: USD292

The IELR covers current trends in international economic crime and related regulatory and enforcement matters, with sharp and insightful analysis of the efforts to combat international illegal activities. Each month subscribers receive approximately 20 articles with analysis and annotations, enabling you to monitor developments of interest. STEP members can receive a 20% discount off the subscription price. To obtain this offer, go to www.IELR.com, click subscribe and in the ‘Promotional Discounts section select Domestic or International respectively, and pay by credit card or PayPal. When signing up, please indicate you are a member of STEP and the IELR will confirm your membership status with us.

International Exchange of Information in Tax Matters: Towards Global Transparency

Author: Xavier Oberson
Price: GBP80, STEP member price: GBP52International Exchange of Information in Tax Matters: Towards Global Transparency
35% member discount code is ITAX35 – Edward Elgar Publishing online bookshop  

Following the financial crisis of 2008 and various scandals around the world there has been a global movement towards the international exchange of information and greater transparency. This book provides a comprehensive overview of the main developments, the structure and content of the various existing instruments and models (such as double taxation treaties, TIEA, the multinational convention from the OECD, the European Directives, FATCA and the Swiss Rubik model), and also the new standard toward automatic exchange of information. 

International Tax Planning: UK Companies and Partnerships

Author: Martin Palmer
Format: Paperback
Price: GBP95, STEP member price: GBP76
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

This new edition describes how UK companies and partnerships can be used to generate various kinds of investment and trading income in a tax efficient manner. In describing these possibilities, the author considers current law and regulation in the UK as well as the current state of international and European law.

McKie on Statutory Residence

McKie on Statutory ResidenceBy Sharon McKie and Simon McKie
Format - Paperback
Price - GBP119.95, STEP member price: GBP101.95
The discount code for this title is UQ/P041313, which can be used on the website at www.cch.co.uk/content/mckie-statutory-residence or by telephoning Wolters Kluwer customer services on 0844 561 8166. 

For the first time in the history of UK direct taxation, the Finance Act 2013 introduced, in s.218 and Schedule 45, a comprehensive statutory test of residence. McKie on Statutory Residence is a comprehensive examination of the new test.

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Trusts

ADR and Trusts: An international guide to arbitration and mediation of trust disputes

ADR and Trusts: An international guide to arbitration and mediation of trust disputesAuthors: Grant M Jones and Peter Pexton
Price: GBP99.95, STEP member price GBP79.96
To obtain your 20% discount use promotional code STEP20  at the Spiramus Press online bookshop

Settling trust disputes without litigation can save all parties legal costs and maintain confidentiality (reducing the risk of unwelcome publicity). ADR and Trusts is a development from the authors’ accredited STEP mediation training course. It introduces the reader to the different forms of dispute resolution, and examines how trust law and ADR operates in 27 jurisdictions across the world.

Equity, Trusts and Commerce

Author - : Paul S Davies, James Penner
Price – GBP85, STEP member price: GBP68
To obtain your 20% discount use promotional code discount code is STEP17 – at Hart Publishing

This collection of essays, written by leading commentators from across the common law world, examines a range of topics concerning equity and trusts in the commercial context. The essays investigate the way in which doctrines derived from the equitable jurisdiction interact with and shape various areas of the law, including company law, commercial law and agency law. Subjects considered include the difficulties in identifying trust assets in the commercial context; the court's role in supervising the trust; and the remedies available in cases of fiduciary or trustee wrongdoing.

Holden on Trust Protectors

This title is due to publish in June 2016, further information will be available soon.

Author - Andrew Holden
Format - Hardback
Price – GBP125, STEP member price: GBP100

To obtain your 20% discount use promotional code S876 at the  Jordans online bookshop

The International Trust

The International TrustAuthor - Hon Mr Justice David Hayton LLD
Format - Hardback
Price - GBP160, STEP member price: GBP128
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

The International Trust presents an in-depth analysis of a range of highly topical issues of great significance in the area of international trust law. Under the editorship of a leading trust law specialist, a team of eminent contributors have applied their expertise to addressing a range of subjects at the cutting edge of thinking in this area. 

International Trust and Divorce Litigation

International Trust and Divorce LitigationAuthor -  Mark Harper, Dawn Goodman, Patrick Hamlin, Paul Matthews, Peter Burgess, Paula Fudakowska, Elizabeth Gale
Format - Paperback
Price - GBP80, STEP member price: GBP64
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop 

This is an invaluable source of detailed information in respect of international trusts, viewed in a divorce law context and including an offshore perspective. It provides a readable, yet authoritative, analysis of such topics as forum shopping, conflicts of law, enforcement and asset protection legislation. 

International Trust Laws

Trust LawsEditors - David Brownbill QC, Jessica Hughes, Adam Cloherty, Edward Cumming and Daniel Warents 
Format - Looseleaf 
Price - GBP1,220, STEP member price: GBP976
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

The most reliable global source of reference on international trusts available and provides an easily accessible route to the information needed to advise clients confidently. This major work has a team of editors from XXIV Old Buildings, led by David Brownbill QC. David and his fellow editors, Jessica Hughes, Adam Cloherty, Edward Cumming and Daniel Warents, are all barristers specialising in international trust work. 

Litigating Trust Disputes in Jersey: Law, Procedure & Remedies

Author: James Sheedy; Consultant Editor: Stephen Baker
Format - Paperback
Price - GBP295, STEP member price: GBP236
Publisher: Hart Publishing (February 2017) 
To obtain your 20% discount use promotional code STEP17 at the Hart Publishing online checkout

This text is the first comprehensive guide to litigating trust disputes in Jersey, bringing together analysis of substantive Jersey law, civil procedure and the remedies available to parties appearing in trust litigation before the Royal Court of Jersey. The book is be an indispensable tool for trust professionals and legal practitioners with clients that have an exposure to a trust structure in Jersey, whether through a trustee, a beneficiary or a protector, enforcer or other power holder. This book is also of importance to matrimonial, criminal or insolvency practitioners seeking information or documents for the purposes of foreign proceedings and those seeking asset recovery or enforcement against assets subject to Jersey trusts.

Tax Advisers' Guide to Trusts (5th edition)

Authors: Nigel Eastaway OBE, Jacquelyn Kimber and Ian Richards
Price: £130 (print) 

Exclusive 20% member discount code is TOSTEP20 Buy the book 

Tax Advisers' Guide to Trusts, Fifth Edition covers all aspects of the taxation of trusts, from interpreting the legislation and identifying the risks in what has become an increasingly complex area, to highlighting key planning opportunities for tax and legal advisors to help their clients reduce their tax liabilities where possible. The book concentrates on UK tax rules applicable to trusts, resident in the UK or abroad. 

A Practitioner's Guide to Trusts, 10th edition

By John Thurston
Format: Paperback
Price – GBP95, STEP member price: GBP76
Exclusive 20% member discount code is TOSTEP20 - Buy the book 

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. It has been fully updated and revised to take into account the latest Finance Act.

Trusts Litigation Handbook

Trusts Litigation HandbookAuthors - Richard Wilson and Edward Hewitt
Format - Hardback
Price - GBP75, STEP member price: GBP60
To obtain your 20% discount use promotional code S876 at the  Jordans online bookshop

The Trusts Litigation Handbook aims to provide a clear and comprehensive account of the practice and procedure governing trust litigation, together with the relevant substantive law. It will provide practitioners with clear answers and guidance to the many questions that arise in trust litigation.

World's Leading Financial and Trust Centres (2nd Edition)

World's Leading Financial and Trust Centres (2nd Edition)Author: Angelo Venardos
Price: GBP175, STEP member price: GBP140
Order online quoting TOSTEP20 to receive your discount

World's Leading Financial and Trust Centres, 2nd edition provides an up-to-date and comprehensive review of the essentials of corporate and wealth structuring in 46 jurisdictions around the world. Each chapter is written by practitioners, regulators and other experts who have reviewed the business opportunities in these jurisdictions.

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Vulnerable clients

Assessment of Mental Capacity:  A Practical Guide for Doctors and Lawyers, 4th edition

Assessment of Mental CapacityThe British Medical Association and the Law Society - General Editor: General Editor: Alex Ruck Keene
Format - Paperback
Price: GBP49.95, STEP member price GBP42.46
To obtain your 15% discount use promotional code STEP/6 at the Law Society bookshop

Written by experts from a variety of disciplines, this book combines a precise statement of the law with a practical, jargon-free approach to provide guidelines on a range of issues, from capacity to form intimate personal relationships to capacity to consent to medical treatment. Also available on EPUB.

Court of Protection Law Reports

Price: GBP240, STEP member price: GBP192
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

Court of Protection Law Reports is a series of reports which covers every aspect of the law, practice and procedure governing the enlarged CoP jurisdiction, including all significant cases resulting from both health and welfare issues and property matters and financial affairs. Each report contains a headnote, drafted by an experienced specialist editor, providing a concise summary of the case, the issues involved and the points of law raised. All case reports are judicially approved prior to publication, making them totally authoritative and reliable. 

Court of Protection Law Reports: Consolidated Volume 2008-2011

Format - Hardback

Price: GBP104, STEP member price: GBP83.20
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

Court of Protection Law Reports: Consolidated Volume (2008 - 2011) is a single consolidated volume, fully indexed and tabled, containing over 50 key cases reported since the implementation of the Mental Capacity Act 2005 resulting from both health & welfare issues and property matters &

Court of Protection Practice 2017

Author - Gordon Ashton OBE
Format - Hardback and CD-ROM / eBook (ePDF) / Online
Price - Non member price: GBP220, STEP member price: GBP176
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

This popular major work, available as a print or online subscription, provides a detailed and authoritative guide to the enhanced jurisdiction with a similar style and format to The Family Court Practice and Civil Court Service. Written by a team of lawyers involved in the implementation of the Mental Capacity Act 2005, Court of Protection Practice provides valuable procedural guidance for all judges hearing cases in the Court of Protection. The Court of Protection Practice retains its well-established format as the leading court reference work governing this fast-developing jurisdiction, with a status akin to its sister publication The Red Book. This new edition has been further enhanced and updated throughout, thus ensuring that practitioners have all the latest developments at their fingertips.

Cretney & Lush on Lasting and Enduring Powers of Attorney

Author - Denzil Lush
Format - Paperback
Price - Non member price: GBP85, STEP member price: GBP68
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

Cretney & Lush on Lasting and Enduring Powers of Attorney is the leading work on this difficult and developing area of law. The 7th edition has been significantly updated and expanded and includes: Examination of developing case-law under MCA 2005 and LPA regs Extended practical guidance on executing and registering LPAs New guidance on fees and costs New chapter on recognition and enforcement of foreign orders New precedents section Uniquely, this work provides full guidance on both enduring and lasting powers of attorney. It looks in detail at Lasting Powers of Attorney and the law and procedure relating to their creation and registration, and examines the duties and responsibilities that will remain in relation to existing Enduring Powers of Attorney. 

Dementia and the Law

Authors - Christine Cooper, Jonathan Cowen, Victoria Flowers, Steven Fuller, Rhys Hadden, Tony Harrop-Griffiths and Angela Hodes
Format - Paperback
Price - Non member price: GBP55, STEP member price: GBP44
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

This book addresses a wide range of legal issues that arise in respect of people with dementia, setting out the law in a clear and accessible form. Starting from the initial stages of obtaining information, the book follows a logical sequence: the powers under the Mental Health Act 1983; rights to assessment; treatment and care services; the Mental Capacity Act 2005; financial deputies; attorneys and care funding, before concluding with a detailed section on the remedies which may be deployed to resolve disputes in these areas.

Deprivation of Liberty: A Handbook

Author - Her Honour Nazreen Pearce, District Judge Sue Jackson
Format - Paperback
Price - Non member price: GBP54, STEP member price: GBP43.20

To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

This title provides professionals at all levels with a concise handbook, offering an easily accessible guide to the practice and procedure to be followed in deprivation of liberty cases (covering both administrative actions and the role of the Court of Protection) and setting out all the relevant statutory material specific to deprivation of liberty.

Deprivation of Liberty

Deprivation of Liberty, 

Collected Guidance, 1st edition

The Law Society

Format - Paperback
Price - Non member price: GBP29.95, STEP member price: GBP25.46
To obtain your 15% discount use promotional code STEP/6 at the Law Society bookshop

Elderly Clients: A Precedent Manual (5th edition)

Authors - Caroline Bielanska 

Published in association with the Solicitors for the Elderly (SFE)
Format - Hardback and CD-ROM
Price - GBP90, STEP member price: GBP72
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

Elderly Clients: A Precedent Manual (5th edition, March 2016) provides a wealth of precedents to assist the private client advisor tackle the whole range of issues affecting the elder client. This new edition has been thoroughly revised to take account of all major developments including: Deputyship – changes to system for deputy supervision; Capacity – ongoing case-law under the Mental Capacity Act 2005; Lasting Powers of Attorney – new prescribed forms for 2015; Gifts– impact of the Care Act 2014 and Social Services and Well-being (Wales) Act 2014 anti-avoidance provisions, and Carers and Care Homes – the impact of the Care Act 2014, the Care and Support Statutory Guidance and the Care Quality Commission regulatory changes.

Elderly Client Handbook 5th edition

Elderly Client Handbook 5th editionGeneral Editor - Caroline Bielanska Published in association with the Solicitors for the Elderly (SFE) 
Format - Paperback
Price - GBP59.95, STEP member price: GBP50.96
To obtain your 15% discount use promotional code STEP/6 at the Law Society bookshop

This new edition of the Elderly Client Handbook provides up-to-date information and guidance to help lawyers find solutions to the various legal and practical issues that arise when acting for elderly clients.

Elderly People and the Law

Authors - Gordon Ashton OBE and Caroline Bielanska
Format - Paperback
Price - Non member price: GBP59, STEP Member price: GBP47.20
To obtain your 20% discount use promotional code S876  at the  Jordans online bookshop

Dealing with the rights, duties and needs of older people raises special challenges for those who advise and assist the elderly. A proper understanding of the problems they face and their particular needs is essential. A comprehensive work providing detailed and practical guidance suitable for lawyers and other professional advisers. 

Mental Capacity: Law and Practice


Authors - District Judge Gordon Ashton OBE, Penny Letts OBE, District Judge Marc Marin, Martin Terrell and Alex Ruck Keene
Format - Paperback
Price - GBP60, STEP member price: GBP48
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

This edition has been extensively revised to provide coverage of all the latest developments in legislation, procedure and case-law, including an examination of the deprivation of liberty safeguards and a new chapter dealing with the re-emergence of the inherent jurisdiction of the High Court and the cross-over with administrative law. 

Mental Health: Law and Practice

Author - Professor Phil Fennell
Format - Paperback
Price - Non member price: GBP64, STEP member price: GBP51.20
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

A comprehensive, authoritative and practical guide to the operation of mental health legislation in the UK. It has been extensively revised to include all the latest developments including:

  • Changes to Tribunal system following the implementation of the Tribunals Courts and Enforcement Act
  • The Mental Health Act Code of Practice 2008
  • Introduction of the Deprivation of Liberty provisions and accompanying Code of Practice

Mental Health Tribunals: Law, Practice and Procedure

Mental Health TribunalsAuthor - Jonathan Butler
Format - Paperback
Price - Non member price: GBP74, STEP member price: GBP59.20
To obtain your 20% discount use  promotional code S876 at the Jordans online bookshop

This edition has been methodically revised to take into account the developing procedure of the Tribunal system, the ongoing development of the mental health and mental capacity acts, as well as noting all significant case-law since the previous edition.

A Practitioner’s Guide to Powers of Attorney (Ninth Edition)

Author: John Thurston LLB, Solicitor, TEP
Price: £100 (print) - £99.99 (e-pub or e-pdf) 

Exclusive 20% member discount code is TOSTEP20 - Buy the book

A Practitioner's Guide to Powers of Attorney, Ninth Edition is a practical, user-friendly and easy to read guide to all forms of power of attorney including ordinary power of attorney, lasting power of attorney and enduring power of attorney.

It is the only book on the market to include the changes made by the Lasting Powers of Attorney, Enduring Powers of Attorney and Public Guardian (Amendment) Regulations 2015. Offering a detailed overview of the subject as a whole, this book provides in-depth advice on more specific and complex areas including execution of documents and protection of third parties.

Urgent Applications in the Court of Protection

Urgent ApplicationsAuthors - Her Honour Nazreen Pearce and District Judge Sue Jackson 
Format - Paperback 
Price - Non member price: GBP85, STEP member price: GBP68
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

The second edition of this definitive and valuable practitioners’ handbook has been fully updated and re-structured to take account of all the latest legislation, case-law, court forms and precedents. In particular, there is a new and comprehensive section on Deprivation of Liberty and the relevant safeguards; new chapters on Disclosure, Restrictions on Publication and Attendance by Representatives of the Media have been added and tips on how to avoid pitfalls in making applications for property and affairs, personal welfare orders and registering Enduring and Lasting Powers of Attorney. Also included are the Mental Capacity Act 2005 and the Practice Guidance on the Transparency in the Court of Protection publication of Judgments.  
You will need a special discount code available on logging in. 

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Wills, probate and succession

Current Issues in Succession Law

Current Issues in Succession Law Editors: Birke Häcker and Charles Mitchell
Price - Non member price: GBP70, STEP member price: GBP56
To obtain your 20% discount use promotional code CV7 at the Hart Publishing’s online bookshop

While continental and comparative lawyers have recently rediscovered succession law as an area of immense practical importance deserving greater academic attention, it is still a neglected field in England. This book aims to reinvigorate the English debate. It brings together contributions by leading academics and practitioners engaging with topical issues as well as questions of fundamental importance in succession law and estate planning. The book will be of interest to both academics and practitioners working in the field, and to non-English comparative lawyers.

The Destructive Power of Family Wealth: A Guide to Succession Planning, Asset Protection, Taxation and Wealth Management

Destructive Power of Family Wealth

Author: Philip Marcovici

Format - Hardback and e-Book
Price - Non member price: GBP29.99; STEP member price until 31 December 2017: GBP20.99
To obtain your 30% discount on the hardback book use promotional code: DPF30 at: Wiley.

ISBN: 978-1-119-32752-3

This book provides authoritative guidance on family wealth management, with an emphasis on both family and wealth. Global taxation regimes, changing bank secrecy laws, asset protection and other critical issues are examined in depth to assist wealth owners in planning, and the discussion includes details on the essential tools that aid in the execution of any wealth management strategy. More than a simple financial planning guide, this book also delves into the psychology of wealth, and the effect it has on different family members; wealth destroys families every day, and smart management means maintaining the health of the family as much as it means maintaining and expanding wealth.

EU Regulation on Succession and Wills 

EU Regulation on Succession and WillsCommentary by: Ulf Bergquist, Domenico Damascelli, Richard Frimston, Paul Lagarde, Felix Odersky, Barbara Reinhartz
Price - EUR74.80, STEP member price: EUR59.84

To obtain your 20% discount email info@sellier.de quoting the promotional code STEP  

This concise article-by-article commentary discusses all the crucial points of the new EU Regulation No. 650/2012 of 4 July 2012 on cross-border estates, with particular focus on the following issues: the law applicable to a succession being the law of the State in which the deceased had his habitual residence at the time of death, which is also relevant for jurisdiction for contentious succession matters, election as to the applicable law, recognition and enforcement, authentic instruments, the European Certificate of Succession.

Hutton on Estate Planning – Practical Solutions to Today’s Problems

Hutton on Estate PlanningWritten by Gabelle LLP with Matthew Hutton

Format - Paperback
Price - GBP79 plus p&p, STEP member price: GBP55 plus p&p
To purchase the book call 020 3815 8999 or email mtr@gabelletax.com with discount code HEP15.

Hutton on Estate Planning is the indispensable guide to private client capital tax planning' written by  Gabelle LLP with Matthew Hutton and now in its seventh edition. 

Inheritance Act Claims: Law, Practice and Procedure

Inheritance Act Claims: Law, Practice and Procedure Editor - Andrew Francis
Format - Looseleaf
Price - GBP402, STEP member price: GBP321.60
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop 

Inheritance Act Claims is the only updateable service devoted to claims under the Inheritance (Provision for Family Dependants) Act 1975. The interrelationship of claims under the 1975 Act and other areas of practice means that the law is constantly evolving. This clear and comprehensive work combines detailed explanatory commentary with invaluable precedents, case summaries and useful source material including consolidated legislation.

International Pre-Nuptial and Post-Nuptial Agreements

International Pre-Nuptial and Post-Nuptial Agreements Authors: David Salter, Charlotte Butruille-Cardew, Nicholas Francis QC and Stephen Grant
Format: Paperback
Price: GBP105, STEP member price: GBP84
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

With contributions from a number of fellows of the International Academy of Matrimonial Lawyers in jurisdictions such as France, Australia, England, Canada, Switzerland and the United States, this work looks at how each individual jurisdiction approaches pre-nuptial agreements and also considers the thornier issue of agreements which cover couples involved in more than one jurisdiction. 

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

Authors: Christopher Whitehouse and Professor Lesley King
Format: Hardback and CD-ROM
Price: GBP102, STEP member price: GBP81.60
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) deals with the legal aspects of tax planning for private clients. This new edition includes: introduction of the Residential Nil Rate band (Finance (No 2) Act 2015); the 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 and the full text of the STEP Standard Provisions and STEP Investment Policy

A Modern Approach to Wills, Administration and Estate Planning (with Precedents)

Authors: Christopher Whitehouse and Professor Lesley King

Format: Hardback and CD-ROM
Price: GBP102, STEP member price GBP81.60
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

This popular guide to the tax efficient drafting of wills, estate planning and administration provides practitioners with help and guidance, and discusses the typical problems and pitfalls that may be encountered in practice. This edition has been extensively revised and includes coverage of: three new chapters covering Donatio Mortis Causa, the Intestacy Rules and Inheritance Act claims; important new case-law such as the Supreme Court decisions in Marley v Rawlings and Pitt v Holt; new legislation including the Trusts (Capital and Income) Act 2013, Inheritance and Trustees’ Powers Act 2014, Finance Acts 2013–2015, Marriage (Same Sex Couples) Act 2013, and the EU Succession Regulations and recent and proposed changes to the tax statutes especially the proposed extension of DOTAS and the new rules for the taxation of relevant property settlements.

Passing Wealth on Death

Passing Wealth on DeathAuthor: Tim Bennett
Price: GBP75, STEP member price GBP60
To obtain your 20% discount use promotional code CV7 at Hart Publishing’s online bookshop 

Much has been written about the effect of the use of will-substitutes in the US, but little is generally known about developments in other jurisdictions. For the first time, this collection of contributions looks at will-substitutes from a comparative perspective. It examines mechanisms that pass wealth on death across a number of common law, civil law and mixed legal jurisdictions, and explores the rationale behind their use. It analyses them from different viewpoints, including those of owners of businesses, investors, as well as creditors, family members and dependants. The aims of the volume are to show the complexity and dynamics of wealth transfers on death across jurisdictions, to identify patterns between jurisdictions, and to report the attitudes towards the different modes of transfer in light of their utility and the potential frictions they give rise to with policies and principles underpinning current laws.

The Private Wealth and Private Client Law Review

Private Wealth

Editor - John Riches

Format - Hardback
To order your copy and receive your 30% discount, please email Rebecca.Mogridge@thelawreviews.co.uk  stating your membership number.
Price - Non member price: GBP350, STEP member price: GBP245

Edited by John Riches TEP of RMW Law LLP, The Private Wealth and Private Client Law Review covers the latest developments in tax, succession and wealth structuring for high-net worth individuals in 40 jurisdictions and specialist topic areas worldwide.

Probate Disputes and Remedies

Probate Disputes Authors - Dawn Goodman, Paul Hewitt and Henrietta Mason
Format - Hardback
Price - Non member price: GBP85, STEP member price: GBP68
To obtain your 20% discount use promotional code S876 at the Jordans online bookshop

This new edition has been extensively revised throughout and includes new material such as:

  • New chapter on Mutual Wills
  • European Succession Regulations (Brussels IV)
  • Many chapters have new 'Practice and Procedure' section
  • Includes all new case-law such as Kernott v Jones, Perrins v Holland, Barrett v Bem, Curati v Perdoni, Re D (Statutory Will), Futter v Futter, Futter v HMRC, Ilot v Mitson, Iqbal v Ahmed, Marley v Rawlings, Burgess v Hawes, Greaves v Stolkin, PGF II SA v OMFS
  • New coroners regime (Coroners and Justice Act 2009)

Ray & McLaughlin's Practical Inheritance Tax Planning, 15th EditionRay & McLaughlin's Practical Inheritance Tax Planning, 15th Edition

Editors: Mark McLaughlin, Geoffrey Shindler OBE, Paul Davies, Ralph Ray
Price – STEP member GBP104, Non-members GBP130
Exclusive 20% member discount code is TOSTEP20 - Buy the book 

Ray & McLaughlin's Practical Inheritance Tax Planning, 15th Edition A comprehensive guide to the IHT and planning issues that concern lawyers and accountants when advising clients on the most appropriate course of action. 

Williams, Mortimer and Sunnucks - Executors, Administrators and Probate, 20th Edition

Williams, Mortimer and Sunnucks - Executors, Administrators and Probate, 20th EditionAuthors: John Ross Martyn and Nicholas Caddick, QC
Format: Hardback
Price: GBP275, STEP member price: GBP233.75
Order online quoting 1170608A to receive your discount

Williams, Mortimer and Sunnucks provides in-depth guidance to the law of probate and the administration of estates after death. It is considered in the market to be one of the leading authorities on the subject offering an in-depth analysis of the law and how it applies in practice.

Frequently cited in court, Williams Mortimer and Sunnucks offers solutions to the most complex problems through authoritative analysis of the law and how it has been applied by the courts. It covers the grant of probate and of administration, non-contentious and contentious practice, devolution and liability, and the administration and distribution of assets, so that you are up to date on every aspect of the process of probate.

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