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Capital Gains

Concern about CGT and IHT issues that may surface from transfer of pub
JOHN GOLDING looks at the current Inland Revenue appraoch to investigations of taxpayers' self-assessment returns

When shares are transferred from husband to wife, the wife's 'qualifying holding period' is treated as including any time when the husband owned them. (Obviously the same applies on transfers from wife to husband, but this item will be more comprehensible if I avoid terms like 'transferring spouse' and 'transferee spouse'.) But the question whether they are business assets or not is determined entirely by reference to her own circumstances, not by reference to her husband's.

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