Trust for a disabled person
2 posts • Page 1 of 1
Trust for a disabled person
by Paula Henderson on Wed Mar 16, 2011 10:43 am
If an individual makes a transfer to a life interest trust for a person who qualifies as being disabled under IHTA 1984 s89, is that transfer a PET, given that the trust is not a RPT?
- Paula Henderson
- Posts: 40
- Joined: Mon Jul 26, 2010 10:17 am
Re: Trust for a disabled person
by Lee Young on Wed Mar 16, 2011 11:14 am
Assuming the transfer qualifies under the regulations, then yes.
Lee Young
Solicitor, Chartered Tax Adviser and Trust and Estate Practitioner
Partner, Frettens LLP
leeyoung@frettens.co.uk
01202 491701
Solicitor, Chartered Tax Adviser and Trust and Estate Practitioner
Partner, Frettens LLP
leeyoung@frettens.co.uk
01202 491701
- Lee Young
- Posts: 2740
- Joined: Wed Aug 06, 2008 3:26 pm
2 posts • Page 1 of 1
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