Property Tax Briefing March 2017 | Page 6

However , if a trust or offshore company is being used to own the property then it cannot be rebased in this way .
10 . The ATED Situation Ever since April 2013 , built properties owned through overseas partnerships , companies etc . have been subject to the Annual Tax on Enveloped Dwellings ( ATED ). The net has been spread progressively wider in recent years .
ATED Thresholds : April 2012 : £ 2,000,000 + April 2015 : £ 1,000,000 + April 2016 : £ 500,000 + Individual owners and trustees do not pay ATED , and if you let out the property you are also exempted . Other exemptions can be applied for , depending on who is renting from you , or if you open the building to public visitors .
The tax per year ranges from : £ 3,500 ( property valued at £ 500,000 - £ 1million ) to £ 218,200 (£ 20m +).
ATED-related CGT : This tax is applied based upon the increase in property value between 1 April 2013 ( or later date of purchase ) and the date of disposal .
If there are periods of time during which ATED is not applicable or there is some form of relief that can be claimed , then the tax is apportioned accordingly .
Or the full gain may be taxed but relief is given for the number of days during which ATED is not applicable .
If you sell a property for a price that is just above the chargeable benchmark , then you may receive a taper relief . But indexation allowances do not apply to ATEDrelated CGT .
The normal self-assessment timing requirements apply to ATED-related CGT filings and payments .
11 . How can we help As the above report demonstrates , the subject of property taxation is a highly complex one , especially so for international individuals and companies . It is important to seek professional guidance on the best way forward in your particular circumstances . If you are affected by any changes mentioned in this report , contact Loveth Watson on 01733808075 .