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FTT refuses business property relief for serviced offices (Beresford v HMRC)

Published on: 12 November 2024

Table of contents

  • Why it matters
  • Case details

Article summary

Tax analysis: In The Executors of KDL Beresford the First-tier Tax Tribunal (FTT) upheld HMRCā€™s determination that business property relief from inheritance tax was not available in respect of shares in a company. The companyā€™s subsidiaryā€™s activity of letting of parts of a commercial property as serviced offices was ā€˜wholly or mainly making or holding of investmentsā€™.

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