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A discretionary trust does not have to stop your home from qualifying for the residence nil rate band

Summary by Grunberg & Co
If you are worried that you may be culpable for more Inheritance Tax (IHT) than you feel you should be paying, then it may be time to rethink your financial approach. You want to ensure that your descendants do not face any potential surprises in the future when executing your wishes. Sometimes, circumstances prevent the straightforward inheritance of property from one person to another. You may have children or grandchildren who are too young t…
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Grunberg & CoGrunberg & Co

A discretionary trust does not have to stop your home from qualifying for the residence nil rate band

If you are worried that you may be culpable for more Inheritance Tax (IHT) than you feel you should be paying, then it may be time to rethink your financial approach. You want to ensure that your descendants do not face any potential surprises in the future when executing your wishes. Sometimes, circumstances prevent the straightforward inheritance of property from one person to another. You may have children or grandchildren who are too young t…

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Grunberg & Co broke the news in on Thursday, April 3, 2025.
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