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Home / Simons-Taxes /IHT, trusts and estates /Part I3 Lifetime transfers /Division I3.3 Exemptions and reliefs for lifetime transfers /Potentially exempt transfers (PETs) / I3.315 PETs and heritage property (the conditional exemption)
Commentary

I3.315 PETs and heritage property (the conditional exemption)

IHT, trusts and estates

A transfer is a potentially exempt transfer (PET) only so far as it would otherwise be a chargeable transfer. The provisions for potential exemption are subject and without prejudice to the availability of the other exemptions, which remain available in the same way as previously, save that there are special rules for the conditional exemption for works of art etc1 — see I7.502 for an overview of heritage property and the conditional exemption.

Where the conditional exemption for works of art might apply the transfer is nevertheless treated as potentially

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