Nil-Rate Band Discretionary Trusts - How to Use Them to Your Clients’ Advantage

Introduction

Think nil-rate band discretionary trusts are outdated?

When the transferable nil-rate band was introduced, many believed these trusts would no longer be relevant. But that assumption doesn’t hold up in practice.

In fact, there are still numerous situations where nil-rate band discretionary trusts remain not only viable, but a highly beneficial estate planning tool for clients seeking effective estate planning strategies.

Join our new virtual classroom seminar to explore when and how these trusts can still work to your clients’ advantage.

What You Will Learn

This live and interactive course will cover the following:

• How these trusts work
• When should they be considered?
• When should they be avoided?
• What assets should go in?
• What are the risks and pitfalls?
• Who should be the trustees?

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.