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Double tax relief

Produced by Tolley in association with
Trusts and Inheritance Tax
Guidance

Double tax relief

Produced by Tolley in association with
Trusts and Inheritance Tax
Guidance
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This guidance note is a summary of the information contained in the Double tax relief for IHT and Unilateral relief for IHT guidance notes. Those guidance notes provide more detailed information in the context of cross-border estates.

The removal of domicile as a connecting factor for IHT does not affect double tax relief or the operation of tax treaties. Domicile will remain relevant for these purposes and when used as a concept refers to domicile under the general law.

Double tax treaties

Where a double tax treaty has been entered into between the UK and a foreign territory, double tax relief for inheritance tax (IHT) will apply.

Where a double tax treaty applies, it should be considered in detail. Double tax treaties can be divided into those entered into before 1975 (estate duty treaties) and more recent treaties.

Pre-1975 treaties

These include situs codes and have been made with:

  1. •

    France

  2. •

    India

  3. •

    Italy

  4. •

    Pakistan (not including Bangladesh)

They apply only to IHT imposed on death

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