RNRB and Mitigating IHT: The Provisions Needed in Wills and Trusts

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Date: Thursday 13th June 2024
Speaker(s): John Bunker
CPD Time: 1 hour
Duration: 1 hour
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This talk will explore this major element of wills practice, to consider key points in drafting wills, will trusts and deeds of variation to secure these benefits. The session will recap quickly on some of the key principles of RNRB but with the focus on detailed planning in wills and by variations where there are opportunities to mitigate tax post death.

  • Claiming RNRB on a first or second spouse’s death
  • RNRB when some beneficiaries “closely inherit” and others do not
  • Non-spouse couples: how to get both RNRB and security for a surviving partner with properties owned by partners who are not spouses or civil partners
  • When and how can you claim 3 or 4 RNRBs on the estates of two spouses
  • Some other IHT mitigation opportunities from drafting wills etc. including property interests

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer

£25.00 + VAT

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