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Posted Mon, 20 Feb 2023 17:43:08 GMT by Jirlam
I am just completing the purchase of a property as joint tenants (my wife and I) this will be an investment property and will be rented out to supplement both my pension and my wife's pension. I have further rental properties which are owned again in equal shares with my wife. I am currently looking at inheritance tax planning (my wife and I are in our late 60s) and plan to gift some of my assets to my son and daughter in equal shares to hopefully comply with the 7 year rule. If I gift the last purchase within 3 years would I be able to reclaim the SDLT?
Posted Tue, 21 Feb 2023 09:52:31 GMT by HMRC Admin 2
Hi,

HMRC is unable to answer tax planning questions.

You may wish to seek professional advice.

Thank you.

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