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Webinar: Planning strategies for wills and trusts on high value estates

Join us on Tuesday 25 July at 2pm for part three of our webinar series covering the Residence Nil Rate Band (RNRB).

Part three of the webinar series will focus on planning strategies for wills and trusts for high value estates and we will be joined on the webinar by Victoria Lee from Bird Belderbos & Mee Solicitors.

There are many factors to consider when planning for high value estates, not just those over £2m. Fluctuations in the size of estates need to be considered, particularly where there are increases in property values. This educational webinar will explore actions that can be taken during the lifetime of different clients that may be impacted, covering first death and the impact on the surviving spouse / civil partner.

Through these case studies TIME and Bird Belderbos & Mee will:

  • Explain the effects on RNRB and the transferable RNRB where estates exceed £2m
  • Discuss potential action to be taken before and after 1st death of married couple / civil partnership
  • Explore planning opportunities using trusts and gifting
  • Demonstrate practical strategies to consider when writing or amending wills

 

Register for this webinar

 

Catch up on parts one and two

Part one focused on how the RNRB could impact your clients and the estate planning opportunities that are available to help mitigate an IHT liability. Watch part one

Part two looked at the impact of the taper threshold on higher value estates. Watch part two

 

Workshops – The search for secure income

TIME’s latest series of workshops will explore the client need for secure income in uncertain times and we would be delighted if you could join us.

In an uncertain world, many advisers are seeking less volatile investments with more predictable, inflation protected income streams. We believe that long income property should form a core part of any investor’s portfolio, but in particular those clients in the decumulation stage needing steady, long-term income streams from their investments.

This event is designed for

  • Advisers searching for stable income streams for clients
  • Advisers looking for a defensive holding in their clients’ portfolios
  • Advisers seeking an asset class that can help de-risk portfolios
  • Advisers running model portfolios or fund research for their clients
  • Fund researchers seeking to add diversification to portfolios

We are hosting workshops across the below locations – please click on your preferred location to register. If you cannot find a location near you then please let us know and one of the team will be in touch.

 

London – Meet the Manager – 27 June
Belfast – 29 June
Leeds – 6 July 
Haydock – 12 July
Exeter – 13 July
Cardiff – 18 July
Reading – 19 July
Solihull – 20 July
Kidderminster – 20 July
Glasgow – 23 August

 

About TIME:Commercial Freehold

As it approaches its three year anniversary and £100 million, TIME:Commercial Freehold remains the only open ended retail fund investing in commercial long income property. Historically, long income property funds have been the preserve of large institutional investors such as defined benefit pension funds and insurance companies. The Fund aims to deliver a target gross distribution of 4% p.a. with the potential for capital growth, a target which has been consistently achieved since inception.

Platform availability

  • Transact
  • Nucleus (NFS Nominees)
  • Canada Life
  • Clearstream
  • Ascentric (Fundsdirect)
  • Suffolk Life
  • Lawshare (AJ Bell/SIPP Centre)
  • Charles Stanley (Rock Nominees)
  • Old Mutual (formerly Royal Skandia) OFFSHORE
  • Fundsettle/Euroclear/Vidacos
  • Alliance Trust
  • 7IM (investments via Pershing)
  • Novia & Novia Global
  • Fund Nominees
  • The James Hay Pension
  • Quilter Cheviot
  • Avalon Investment Services Limited

If your preferred platform is not listed then please let us know.

 

Register for a workshop near you