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Head of Private Client team, Sonia Green, recently presented with Thesis Asset Management Ltd on the subject of the new residence nil rate band to a group of more than 20 independent financial advisors.
The presentation was enthusiastically received. The key points to consider are:
- Applicable from 6th April 2017, phased in over four years;
- Initially worth £100,000;
- Extra nil rate band in addition to the existing regime;
- Transferable between spouses;
- Number of qualifying conditions.
For further information, please contact Sonia or a member of her Wills, Trusts and Probate team on 01329 282841 or firstname.lastname@example.org.