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Nil rate band discretionary trust will query

seh567 · 2015-03-10 13:11:46

Some advice please House is worth £300. Tenants in common. First spouse dies so surviving spouse owns 50% value of the house, remaining 50% is left in trust to two sons when surviving spouse dies. Trustees & executors are surviving spouse and two sons. at this point no monies only value in trust which I guess means nothing…

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SeniorSam Posts: 1,673 Forumite

14 March 2015 at 8:06PM

As long as it's a little clearer for you now.

Sam

I'm a retired IFA who specialised for many years in Inheritance Tax, Wills and Trusts. I cannot offer advice now, but my comments here and on Legal Beagles as Sam101 are just meant to be helpful. Do ask questions from the Members who are here to help.
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