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Stamp Duty & Life Events

Marriage, divorce, inheritance and family changes all affect your stamp duty. Know the rules before they catch you out.

Life events can cost or save you thousands

Getting married could lose you £5,000 in first-time buyer relief. A divorce transfer could be completely exempt. Understanding these rules before major life changes is essential.

£0

Divorce court order

£0

Inherited property

5%

Spouse owns property

36

Months refund window

Life Event Guides

May be exempt

Divorce & Separation

Property transfers under a court order are exempt from stamp duty. Learn about buyouts, the 36-month rule, and protecting your position.

  • Court order transfers are exempt
  • Private buyouts may incur SDLT
  • 36-month refund rule may apply
Full guide coming soon
Affects eligibility

Marriage & Civil Partnership

Married couples are treated as one unit for stamp duty. Your spouse's property history affects your FTB status and surcharge liability.

  • Couples treated as single unit
  • Spouse's property = your property
  • Can lose FTB relief
Full guide coming soon
Inheritance exempt

Inheritance & Bequest

Inheriting property is exempt from stamp duty, but it affects future purchases. Inherited shares over 50% trigger the surcharge.

  • No SDLT on inherited property
  • Affects future purchase status
  • 50%+ share = surcharge applies
Full guide coming soon
Debt triggers SDLT

Gifting Property

Gifting property to family may still trigger stamp duty if there's an outstanding mortgage. The recipient pays tax on debt assumed.

  • Pure gifts are exempt
  • Mortgage debt = chargeable
  • Surcharge may apply to recipient
Full guide coming soon
Plan carefully

Helping Children Buy

Parents helping children buy property need to understand joint ownership implications, gifted deposits, and guarantor arrangements.

  • Joint ownership = surcharge risk
  • Gifted deposits are fine
  • Consider guarantor instead
Full guide coming soon
Timing matters

Retirement & Downsizing

Downsizing in retirement? If you own multiple properties or are buying before selling, the surcharge and refund rules apply.

  • Replacement main residence rules
  • 36-month refund available
  • Chain timing considerations
Full guide coming soon

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