The Inheritance Tax Residence Nil Rate Band - traps and opportunities

The Old Library, Lloyd's
Tuesday, 17 October 2017
1:15 pm – 2:00 pm (UK time)
    • Charles Hutton, Partner, Charles Russell Speechlys LLP
    • Sarah Wray, Associate, Charles Russell Speechlys LLP
  • Financial Planning

In this IIL financial services lecture Charles Hutton advised that the IHT Residence Nil Rate Band started to come into effect in April 2017. Its details are complex, and often action is required to ensure that estates can benefit from it in full.

Sarah summarised the workings of the Resident Nil Rate Band. She explained how Wills should be drafted and other actions which should be taken, to ensure that its benefits are maximized.

By the end of this lecture members would have gained an insight into:

  • Understanding the workings of the Residence Nil Rate Band
  • How to ensure that the benefits of it are maximised

Speakers Bio:
Charles is a Partner at Charles Russell Speechlys LLP solicitors, specialising in Wills, trusts, tax and estate planning.

Sarah advises UK and international clients in relation to UK tax, trusts, succession planning and mental capacity matters. She regularly advises clients in relation to the residence nil rate band and post-death variations.

Chair:
Sarah Lord FPFS.

Venue
  • The Old Library, Lloyd's
  • One Lime Street
  • London
  • EC3M 7HA
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Registration & Security

CPD events are open to CII and PFS members
Registration closes at 12pm two working days before the event date
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Contact:
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

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