TNAG-1617-FCO40-2225-Executive-Council-of-Hong-Kong-memoranda-and-minutes-of-meet-1987 — Page 102

FCO40 Hong Kong Department Records 聯邦事務部香港部檔案 All

E

XCR (87) 58

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income flow, such as interest on a loan which is assessable to profits tax, into a non-taxable capital receipt by assigning the underlying asset. Because the amount of revenue capable of being put at risk is so large, a new provision is proposed to ensure that any consideration for a transfer of right to receive income is included in the transferor's assessable profits.

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The proposed amendments will apply to arrangements entered into after the Government's announcement on 25 February 1987. While the proposed amendments of the law will

law will protect the revenue from future arrangements of this kind, arrangements will not be affected by the amending ligislation.

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past

The tax concessions under the bill will apply for the first time to provisional and final assessments for the year of assessment commencing on 1 April 1987.

Estate Duty (Amendment) Bill 1987

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The purpose of the bill at Annex E is to provide for two concessions relating to estate duty.

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In recognition of rising asset values, the estate duty exemption limit was raised in 1982 to $2 million, and the rate of duty scaled from 10% to 18% on estates between $2 million and over $4 million. To reduce the inflationary element inherent in the rise in values in recent years, it is proposed to replace the present schedule of rates with a new schedule scaled from 6% on estates between $2 million and $2.5 million to 18% on

on estates over

over $5 million (1) Additionally, it is proposed that the duty free limit on gifts made by the deceased, in the case of any one donee, be increased from $50,000 to $100,000 to take account of inflation (2).

ased

(1) On estates between

$2,000,001 and $2,500,000 $2,500,001 and $3,000,000

6%

8%

$3,000,001 and $3,500,000

10%

$3,500,001 and $4,000,000

12%

$4,000,001 and $4,500,000 $4,500,001 and $5,000,000 $5,000,001 and above

14%

16%

18%

(2) Under

Under the first proviso to of the Estate Duty Ordinance.

section 6(1)(c)

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