Join Steve Sayer, Technical Sales Manager, for an insightful discussion on financial planning opportunities using Reversionary Interest Trusts and the Nil Rate Band.

In this highly practical session tailored for professional advisers, Steve will cover:

Mitigating Inheritance Tax (IHT) using the Nil Rate Band.

Adding flexibility and planning opportunities with Reversionary Interest Trusts.

Enhancing settlements into Reversionary Interest Trusts using the Normal Expenditure Out of Income Allowance or the Non-Long-Term Resident rules.

Steve will then be joined by Simon Martin, Head of UK Technical Services, for an interactive Q&A session.

We hope you can join us for what promises to be an engaging and informative session!

Reversionary Interest Trusts and Nil Rate Band planning