½Û×ÓÊÓÆµ

Home / Simons-Taxes /IHT, trusts and estates /Part I7 Special reliefs /Division I7.5 The conditional exemption for heritage property /Conditional exemption—consequences of chargeable events / I7.514C Conditional exemption—increasing rates of IHT
Commentary

I7.514C Conditional exemption—increasing rates of IHT

IHT, trusts and estates

As the rate of tax on successive chargeable events attributable to the same relevant person increases progressively, the first transferee to trigger off a chargeable event pays tax at a lower rate than the other transferees might have to bear. This could produce the result that a prodigal son, who sells the property soon after he receives it, could pay tax at a much lower rate than his sister who honours her undertaking until her death.

The owner of conditionally exempt property who does not himself propose to make a conditionally exempt transfer, will have to give serious consideration to disposing of the property

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 17:21