Introduction #
If you are looking to create a nil rate band clause, you’ve come to the right place. This guide is designed to provide you with a clear set of instructions to make the process seamless.
Prerequisites #
- Ensure you are logged into Sure Will Writer.
- Have the relevant case open and accessible for editing.
Step-by-Step Instructions #
- Navigate to the Questionnaire
- Proceed to the questionnaire section related to your current case.
- Locate the Monetary Gift Section
- Scroll down to find the section labelled ‘Monetary Gift.’
- Respond to the Initial Query
- You’ll encounter an initial question asking, ‘Would the testator like to include a monetary gift?’ Answer ‘Yes’ to proceed.
- Click ‘Add New Monetary Gift’
- Look for and click the button that states ‘Add new Monetary Gift.’
- Complete the Monetary Gift Details
- A form will appear, asking for the pertinent details. Please fill in the necessary information.
- Proceed to Add Beneficiaries
- Once you’ve completed the form, click on ‘Add Gift Beneficiaries.’
- Choose ‘Discretionary Trust’
- A selection of options will present themselves. Please click on ‘discretionary trust.’
- Include a New Recipient
- Following this, click on ‘Add a new recipient.’
- Indicate a Nil-Rate Band Trust
- When prompted, confirm that this is a nil-rate band Trust by selecting ‘Yes.’
- Finalise the Process
- Conclude by answering any remaining questions relevant to your case.
For further assistance, feel free to contact our support team at [email protected]
