Jointly held Qualifying BR account transferred to sole name
amelia1983
Member
Thoughts....
If we have a husband and wife who jointly own a qualifying BR investment and they want to transfer this to the husbands sole name – will the in-specie transfer cause the 2 year clock for ownership to start again for her previous shares? Or as it is already qualifying and in one ‘pool’ of shares held, this wouldn’t cause any IHT issues.
Thank you!