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"Beneficial Interest" - Transfer Property Ownership to DH

3 replies

EaglesSwim · 10/12/2023 20:41

I owned a rental property before we got married. I'm a higher rate tax payer and the tax situation has got to the point where it no longer pays for itself. The property is effectively going to be my pension so I'm reluctant to sell it.

The obvious way out is to transfer ownership to DH who is a basic rate tax payer.

However, I'm mildly concerned that if we ever split he's legally allowed to walk off with 50pc of the property. (I assume he gets that automatically but in the event of a divorce he might be more merciful if it's in my name and always has been. If he owns it on paper he might take a different view.)

Apparently the way to make the property income his is by transferring "Beneficial Interest" to him. Would I ever be able to take it back without his consent?

As I understand it by transferring "Beneficial Interest", ownership remains with me? What does that mean if he has a right to the income and the proceeds of a sale? Why bother, why not simply transfer full ownership?

Any other thoughts on how I ease my tax burden here?

(We have no plans to split up., I'm just cautious.)

OP posts:
TheGrimm · 10/12/2023 22:53

Transfer the property into a Ltd company. You use to be able to do this not sure now a relative of mine did it years ago but I know things may have changed now.

Bowbobobo · 11/12/2023 12:34

Talk to a solicitor

Floopani · 11/12/2023 12:38

One option is to pay the tax due instead of trying to think of ways to dodge it.

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