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

By Octopus Investments 12 Feb 2025
2 min read
For Financial Advisers Only

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 >>

Octopus Webinar

 

Learning objectives:
 
  • 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!

Important information

This blog is prepared exclusively for use by financial advisers; retail distribution is at the adviser's sole risk and discretion. It does not constitute advice, an offer or a solicitation to invest.

Compiled from sources believed to be reliable. Any views, opinions or estimates expressed, including any forecasts or forward-looking statements, constitute the author’s judgment at the time of writing, are not guaranteed and are subject to change without notice. None of Timeline, its directors, officers or employees accepts liability for any loss arising from the use hereof or reliance hereon or for any act or omission by any such person, or makes any representations as to its accuracy and completeness.

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Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, London, EC3V 0HR.

Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.