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Home / Simons-Taxes /IHT, trusts and estates /Part I7 Special reliefs /Division I7.5 The conditional exemption for heritage property /The conditional exemption for heritage property / I7.502 Conditional exemption—the basic rules
Commentary

I7.502 Conditional exemption—the basic rules

IHT, trusts and estates

The conditional exemption for works of art etc applies to transfers of value made in lifetime and on death as well as to settled property whether or not there is an interest in possession1.

Conditional exemption cannot be claimed in relation to a potentially exempt transfer (PET — see I3.312), unless the transferor dies within seven years of the transfer and it becomes a chargeable transfer2 — see I7.504.

References to 'the HMRC Board, IHTA 1984' mean the Treasury. The functions of the Treasury with regard to the national heritage, including

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