---
title: "1617PT03 Leaving and inheriting estate assets: behavioural evidence around inheritance tax and reliefs"
ocid: "ocds-b5fd17-4ff3a756-a4f0-46e6-8f53-6c4378f99ff9"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-4ff3a756-a4f0-46e6-8f53-6c4378f99ff9"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-4ff3a756-a4f0-46e6-8f53-6c4378f99ff9.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-4ff3a756-a4f0-46e6-8f53-6c4378f99ff9.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "H M REVENUE & CUSTOMS"
published: "2017-01-04"
---

# 1617PT03 Leaving and inheriting estate assets: behavioural evidence around inheritance tax and reliefs

Buyer: H M REVENUE & CUSTOMS  
Current stage: Award  
OCID: ocds-b5fd17-4ff3a756-a4f0-46e6-8f53-6c4378f99ff9

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## Summary

The public procurement process involves H M Revenue & Customs as the buying organisation for the research contract titled "1617PT03 Leaving and inheriting estate assets: behavioural evidence around inheritance tax and reliefs." This procurement, classified under the industry category of "Research and experimental development services," was conducted under a tender process that has now reached completion. The contract was awarded on 20th October 2016, with the contract period running from 26th October 2016 to 31st March 2017. The total contract value is £64,507.50, with a minimum value of £62,670. The work was based in London, UK, as outlined in the delivery addresses. The procurement method used for this tender was identified as 'Other'.

This tender presents significant business opportunities for companies specialising in qualitative research, particularly those with expertise in behavioural economics related to tax and inheritance. Small and medium-sized enterprises (SMEs) may find this contract suitable, given that the suitability criteria were marked as "sme: true." Firms that can leverage insights into tax reliefs and have a strong understanding of asset management are well-positioned to compete in this sphere. Such capabilities are crucial for understanding the intricacies of beneficiaries’ behaviours and the financial advising landscape.

## Notice

This qualitative research with testators, beneficiaries and financial advisors seeks to understand the behavioural influence of inheritance tax reliefs and exemptions. This research explores whether the availability of reliefs and exemptions influences the types of assets owned prior to death, and what beneficiaries do with the assets that they inherit Additional information: This contract was let following a mini-competition within the DWP Social and Economic Research Framework 2013

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/6b72d207-fde8-480c-ab06-177262edc235 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 4 Jan 2017 |
| Submission deadline | 18 Oct 2016 |
| Future notice date | Not specified |
| Award date | 19 Oct 2016 |
| Contract period | 25 Oct 2016 - 31 Mar 2017 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £64,507 |
| Lots value | Not specified |
| Awards value | £64,507 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | H M REVENUE & CUSTOMS |
| Locality | SALFORD |
| Post town | Manchester |
| Postcode | M60 9LA |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD3 Greater Manchester |
| ITL 3 | TLD34 Greater Manchester South West |
| Local authority | Salford |
| Electoral ward | Ordsall |
| Westminster constituency | Salford |
| Delivery location | TLI London |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | IFF RESEARCH |

## CPV Codes

### Divisions

- 73 - Research and development services and related consultancy services

### Codes

- 73100000 - Research and experimental development services

## Release History

- 4 Jan 2017 at 17:23 - AwardUpdate - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/6b72d207-fde8-480c-ab06-177262edc235
- 4 Jan 2017 at 17:21 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/6b72d207-fde8-480c-ab06-177262edc235

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/6b72d207-fde8-480c-ab06-177262edc235
  4th January 2017 - Awarded contract notice on Contracts Finder

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-4ff3a756-a4f0-46e6-8f53-6c4378f99ff9. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-4ff3a756-a4f0-46e6-8f53-6c4378f99ff9.json.