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Home / Simons-Taxes /IHT, trusts and estates /Part I3 Lifetime transfers /Division I3.1 The transfer of value /Disposition—exclusions—commercial transactions / I3.143 Commercial transactions for IHT―no intention to benefit
Commentary

I3.143 Commercial transactions for IHT―no intention to benefit

IHT, trusts and estates

For IHTA 1984, s 10 to apply it must be shown that the disposition (including an omission)1 was not intended, and was not made in a transaction intended, to confer a gratuitous benefit on any person.

The burden of proof of intention lies with the person claiming that the disposition is within IHTA 1984, s 10 and therefore he must establish to the satisfaction of HMRC2 that the transferor:

  1. Ìý

    •ÌýÌýÌýÌý sought to obtain a full open market price under the transaction, and

  2. Ìý

    •ÌýÌýÌýÌý had no donative intent3

The intention not to confer a gratuitous benefit is carefully phrased as an intention not to confer such a benefit on 'any' person

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Web page updated on 17 Mar 2025 16:15