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