Watch our educational webinar recorded on 17 May.
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.
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 email@example.com.
As mentioned in the webinar, you may also find it useful to use www.IHTcalculator.com to find out the approximate IHT liability on your client’s estate. This calculator factors in property, investments and cash value, along with the number of Nil Rate Bands and Taper Threshold, so can prove useful when comparing IHT strategies.