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BMO Adviser Edge: Residence nil rate band part 2 - lifetime transfers

Barry considers the downsizing provisions of the residence nil rate band legislation using examples and a case study. He will also look at how the gift of the qualifying residence in lifetime impacts upon the availability of the RNRB and how the RNRB is applied to the estate at death. Examples will be used throughout.
Recorded Jul 22 2020 54 mins
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Presented by
Barry Foster, Strategic & Technical Sales
Presentation preview: BMO Adviser Edge: Residence nil rate band part 2 - lifetime transfers

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A leading provider of global investment solutions
BMO Global Asset Management (formerly F&C Investments) is a worldwide investment manager and is part of BMO Financial Group, founded in 1817 as the Bank of Montreal.

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  • Title: BMO Adviser Edge: Residence nil rate band part 2 - lifetime transfers
  • Live at: Jul 22 2020 1:00 pm
  • Presented by: Barry Foster, Strategic & Technical Sales
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