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Home / Simons-Taxes /IHT, trusts and estates /Part I3 Lifetime transfers /Division I3.3 Exemptions and reliefs for lifetime transfers /Application of general exemptions during lifetime / I3.342 Loans as exempt transfers
Commentary

I3.342 Loans as exempt transfers

IHT, trusts and estates

A loan of money or other property can be a transfer of value, for example, if there is an agreement for it to be for a fixed term and interest-free. A loan that can be recalled at will is not usually a transfer of value because the lender's estate is not significantly diminished1.

By virtue of IHTA 1984, s 29, loans that are transfers of

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