Tolley's Estate Planning 2012-13

By Simon McKie and Sharon McKie, McKie & Co (Advisory Services) LLP.

Simon McKie is the Chairman and a designated member of McKie & Co
(Advisory Services) LLP, the consultancy specialising in solving the taxation
problems of private clients and their advisers. He is a member of the
Technical Committee of the Society of Trust and Estate Practitioners, and also
a member and former chairman of the Succession Taxes Sub-Committee, as
well as a member of the Capital Gains and Investment Sub-Committee of the
Chartered Institute of Taxation. He is a former chairman of the Faculty of
Taxation and of the Faculty of Inheritance Tax and Trusts Technical Sub-
Committee. Simon is a member of the editorial board of Taxation Magazine.
He is an established tax author and has written and lectured widely on
taxation.

Sharon McKie is a designated member of McKie& Co (Advisory Services) LLP.
She has specialised in private client taxation services since 1997, providing
bespoke tax planning advice to private clients. She has particular expertise
in Stamp Duty and SDLT issues as they affect the private client. She is a
well-known authoress on capital tax planning issues and a member of the
Succession Taxes Sub-Committee of the Chartered Institute of Taxation and is
a former member of the Inheritance Tax & Trusts Sub-Committee of the
Faculty of Taxation.