NRB Discretionary Trusts & How to Use Them to Your Clients’ Advantage - In 1 Day
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31 Mar 2026 11:00 AM - 4:00 PM - London
2 Apr 2026 11:00 AM - 4:00 PM - Manchester
Session
31 Mar 2026
11:00 AM ‐ 4:00 PM
Session
2 Apr 2026
11:00 AM ‐ 4:00 PM
All prices exclude VAT
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Seminar
NRB Discretionary Trusts & How to Use Them to Your Clients’ Advantage - In 1 Day
Introduction
Think nil-rate band (‘NRB’) discretionary trusts are outdated?
When the transferable NRB 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 NRB discretionary trusts remain not only viable, but a highly beneficial estate planning tool for clients seeking effective estate planning strategies.
Join our new full day course to explore when and how these trusts can still work to your clients’ advantage.
What You Will Learn
This 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?
