½Û×ÓÊÓÆµ

Home / Simons-Taxes /IHT, trusts and estates /Part I6 Close companies and partnerships /Division I6.1 Close companies /Close companies and settled property / I6.134 Close companies and settled property examples
Commentary

I6.134 Close companies and settled property examples

IHT, trusts and estates

Example 1—simple apportionment to trustees

The A Trust holds 25% of the issued share capital of company X Ltd, and 5% of the issued share capital of company Y Ltd.

On 1 January 2000, X Ltd sells to Y Ltd an asset worth £250,000 for £100,000 (an undervalue of £150,000).

M has an interest in possession which commenced before 22 March 2006 in one third of the A Trust, and the remaining two thirds are held on discretionary trusts.

The value transferred by X Ltd is apportioned

To continue reading
View the latest version of this document, as well as thousands of others like it, sign in to Tolley+™ Research or register for a free trial

Web page updated on 17 Mar 2025 17:25