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Home / Simons-Taxes /IHT, trusts and estates /Part I6 Close companies and partnerships /Division I6.1 Close companies /Transfers of value by close companies / I6.126 Corporate transferees and IHT
Commentary

I6.126 Corporate transferees and IHT

IHT, trusts and estates

Consider the following situation: A and B own equally the entire issued share capital of X Ltd, which has two wholly-owned subsidiaries, Y Ltd and Z Ltd. Under IHTA 1984, s 94, any transfer of value made by one of those companies to either of the others are apportioned (or sub-apportioned) equally between A and B. As the aggregate value of the three companies remains unchanged, neither A's estate, nor B's, is increased by such a transfer.

It follows that, in the absence of provisions to the contrary, a charge to tax would arise under IHTA 1984, s 94 on the whole of the value apportioned to A and B, notwithstanding that neither

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