Octopus Investments - A deep dive into the Residence Nil Rate Band

Join Octopus Investments for an in-depth exploration of the Residence Nil Rate Band (RNRB), an additional inheritance tax allowance introduced in April 2017.

This on-demand webinar was recorded in December 2024, and although the core principles remain relevant, it's worth noting some statistics and deadlines may have changed.

Inheritance tax planning can be complex, and the RNRB adds another layer of intricacy. How does it apply if someone has remarried? What happens when a client has downsized and no longer owns a property? How does the allowance interact with trusts? These are just some of the key questions that this webinar's expert, Toyin Oyeneyin, addresses in this comprehensive session.

While you can still submit questions, they won’t be answered in a live Q&A. However, Octopus Investments will follow up with personalised responses.

Don’t miss this opportunity to gain clarity on a crucial aspect of estate planning.

Register to watch now on demand >>

• A brief overview of the inheritance tax changes in the Budget
  
  
• The RNRB rules
  
  
• Business Relief and RNRB client planning
  
  
• RNRB in various scenarios, including:
  - Transferrable RNRB
  - Downsizing
  - Spouses and asset ownership and transfers
  - Claiming the RNRB

Don't miss out on this webinar, watch it here!