BMO Adviser Edge: Residence nil rate band part 3 - RNRB and trust planning

Presented by

Barry Foster, Strategic & Technical Sales

About this talk

When is it (and when it is not) possible for the RNRB to be available where a qualifying property has been left to a trust on death? Barry discusses how the RNRB regulations interact with immediate post death interest trusts which, as they are frequently included in wills, is likely to be a recurring client situation. Examples will be used throughout.

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