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Home / Simons-Taxes /IHT, trusts and estates /Part I5 Settled property /Division I5.11 Income tax and CGT for settlors /Benefits provided out of protected foreign-source income / I5.1141 The charge to tax on benefits
Commentary

I5.1141 The charge to tax on benefits

IHT, trusts and estates

I5.1141 The charge to tax on benefits

For 2018/19 onwards, otherwise untaxed benefits provided by the trustees of a settlement to the settlor or a close family member (see I5.1142) out of protected foreign-source income (see I5.1220) are treated as income of the settlor or family member1.

The treatment applies if an individual has an untaxed benefits total for a settlement for a tax year (see I5.1143). The amount treated as income is so much of that total as does not exceed the settlement's available protected income (see I5.1144) up to the end of the year. If the individual is UK resident for the year (and is not chargeable on the remittance basis, see E6.324A), the said amount

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