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Home / Simons-Taxes /IHT, trusts and estates /Part I8 Valuation /Division I8.3 Valuation of particular types of property /Valuing other assets for IHT / I8.370A Valuing leases for life
Commentary

I8.370A Valuing leases for life

IHT, trusts and estates

A lease of property for life or lives, or for a period ascertainable only by reference to a death, or which is terminable on, or at a date ascertainable only by reference to, a death, is treated as a settlement unless the lease was granted for full consideration in money or money's worth. Where a lease not granted as a lease at a rack rent is at any time to become a lease at an increased rent it shall be treated as terminable at that time1 — see I5.116. Therefore, if the rent can be increased on the death of the lessee, the lease will be treated as terminable on his death. HMRC does not regard a statutory tenancy as a lease for life for the purposes of this provision, even though the practical effect may be similar2.

Less than full consideration

Where a lease for life is granted

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