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

Presented by

Barry Foster, Strategic & Technical Sales

About this talk

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.

Related topics:

More from this channel

Upcoming talks (3)
On-demand talks (171)
Subscribers (14480)
Helping our clients meet their investment goals, while also building a more sustainable and secure future for us all. BMO Global Asset Management (EMEA) is part of Columbia Threadneedle Investments, a leading global asset management group.