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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 / I6.128 Cumulation and close companies
Commentary

I6.128 Cumulation and close companies

IHT, trusts and estates

Where part of the value transferred by a close company's transfer of value is treated as a chargeable transfer made by a participator, the gross amount chargeable is cumulated with his other transfers in the usual way1. Where, however, not more than 5% of the value transferred by the company is apportioned to a particular participator, IHTA 1984, s 94(4)

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