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Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
- Commercial & Contract Disputes
- Company & Shareholder Disputes
- Construction Disputes
- Contentious Trusts & Probate
- Energy and Oil & Gas Disputes
- Injunctions & Emergency Interim Relief
- Financial Services Disputes
- Fraud & Asset Tracing
- Intellectual Property & Technology Disputes
- International Litigation & Arbitration
- Judicial Review
- Mediation & Other ADR
- Real Estate Disputes
- Public Procurement Challenges
- Tax Disputes
Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Home » Case Studies » No inheritance tax payable on gift
No inheritance tax payable on gift
Our client instructed us to advise on the inheritance tax position following the death of his father, who had transferred a valuable property in London to our client four years prior to his death. Based on the specific facts of this case, we advised the client that he may have already acquired an interest in the property before the transfer was made. We presented our argument to HMRC that our client had acquired the whole of the equitable interest many years beforehand and, as a result, no inheritance tax was payable. HMRC agreed.
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