IHT Planning for Spouses in Wills to Maximise Opportunities

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Date: Wednesday 22nd March 2023
Speaker: John Bunker
CPD Time: 1 hour
Duration: 1 hour
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With the Inheritance Tax (IHT) Nil Rate Band (NRB) and Residence Nil Rate Band (RNRB) both frozen for more than another 3 years (until April 2026), it’s vital for IHT mitigation for spouses to plan so that they are not wasted. Likewise, reliefs for business and agricultural property (BPR & APR) at 100% are too good to waste, so in this talk we will consider:

  • Effective will drafting to utilise the NRB & RNRB, as well as any transferable from late spouses estates
  • Using trusts to avoid losing the RNRB to taper on estates over £2m
  • Trust options for assets qualifying for BPR & APR and how to adapt to changes
  • Options for will planning for spouses without descendants or who don’t qualify for RNRB.

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer

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