Part three of our Residence Nil Rate Band (RNRB) webinar series focuses on planning strategies for Wills and Trusts for high value estates and we are joined 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 cover the following:

  • Explain the effects on the 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

 

Planning strategies for wills and trusts for high value estates from TIME Investments on Vimeo.

 

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

 

We know this can prove a complex subject, where 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 questions@time-investments.com.

 

Posted: 07/08/2017
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