For professional advisers and paraplanners only. Not to be relied upon by retail clients.
The experts at estate planning specialist Octopus cover the RNRB in this CPD-qualifying whitepaper.
Octopus is creating on-demand, online resources that count toward your CPD hours.
One of those resources is a whitepaper tackling the residence nil-rate band.
The allowance isn’t nearly as straightforward as the simpler nil-rate band. So Octopus explain what advisers need to know and highlight some associated planning opportunities.
Octopus tax products put investor capital at risk.
We do not offer investment or tax advice. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. Issued: June 2020. CAM009832.