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Home / Simons-Taxes /IHT, trusts and estates /Part I3 Lifetime transfers /Division I3.7 Pre-owned assets tax (POAT) /POAT—exclusions and exemptions / I3.734 Pre-owned assets tax (POAT)—excluded transactions
Commentary

I3.734 Pre-owned assets tax (POAT)—excluded transactions

IHT, trusts and estates

I3.734 Pre-owned assets tax (POAT)—excluded transactions

Some transactions where the disposal1 or contribution conditions2 would otherwise be met are excluded transactions in relation to the charge on land or chattels3. There are no excluded transactions in relation to settled intangible property4. For exemptions which apply to all three heads of charge see I3.735–I3.739A. Some transactions may cease to be excluded transactions at a later date – see below.

Excluded transactions common to the disposal and contribution conditions

Transfer to spouse

Property transferred to a spouse (or, where the transfer has been ordered by a court, to a former spouse) is an excluded transaction5. There is no requirement that the spouse must retain the property, so an inter-spouse disposal remains an excluded transaction in relation to the original donor even if it is followed by an onward disposal to a third party. There is also no requirement that the spouse is UK domiciled6 (to 5 April 2025) or long-term UK resident (6 April 2025 onwards).

Transfer

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Web page updated on 17 Mar 2025 16:40