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.
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