The introduction of the Residence Nil Rate Band (RNRB) on the 6 April 2017 is undoubtedly the most significant change we have seen to Inheritance Tax (IHT) legislation for almost a decade. Many financial planners are only now getting to grips with the legislation and are considering how the RNRB will impact upon individual estates and IHT planning strategies.
Educational webinar series
With the RNRB proving a complex subject, over the past few months we carried out a series of educational webinars to aid all those looking to learn more. Each webinar focuses on a slightly different angle and with strong attendance and positive feedback from the live webinars we wanted to make each of them available to you.
Part one – IHT planning and the RNRB
Part one focuses on how the RNRB could impact your clients and the estate planning opportunities that are available to help mitigate an IHT liability.
Part two – How the taper threshold can impact higher value estates
Part two goes into detail on the taper threshold and its impact on higher value estates.
Part three – Planning strategies for Wills and Trusts
In part three we are joined by Victoria Lee from Bird Belderbos & Mee Solicitors and take a close look at the planning strategies for Wills and Trusts for high value estates.
We recognise that each client may have a unique situation, so if you have any questions or would like to see further case studies please contact us on 020 7391 4747 or email@example.com.