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Where Taxpayers and Advisers Meet

Holdover relief claim forms

Brightonian
Posts:142
Joined:Wed Aug 06, 2008 3:31 pm
Holdover relief claim forms

Postby Brightonian » Wed May 15, 2024 9:10 am

Hello,
Some years ago, I sent HMRC S.260 claim forms relating to the gift of shares to a trust in 2020/21. In these circumstances it is unnecessary for the transferee to sign the forms - the signature of the transferor is all that is required. However, the trustee had also signed the forms. In my covering letter to HMRC I asked if they were happy with the forms as they stood or if this invalidated them. I have never received a response.
I should be grateful if someone could give me their view on this. Am I being too picky or could HMRC reject the forms because of the trustee's signature?
Thank you.

pawncob
Posts:5120
Joined:Wed Aug 06, 2008 4:06 pm
Location:West Sussex

Re: Holdover relief claim forms

Postby pawncob » Wed May 15, 2024 10:25 am

You can never have too MANY signatures, only too FEW. Unnecessary ones can be (and will be ) ignored.
With a pinch of salt take what I say, but don't exceed your RDA

Brightonian
Posts:142
Joined:Wed Aug 06, 2008 3:31 pm

Re: Holdover relief claim forms

Postby Brightonian » Wed May 15, 2024 10:30 am

Hello,

Thank you for taking the time to respond. That saves me the cost of a stamp!


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