---
title: "1718CSTD30 Lifetime Gifting: Reliefs, Exemptions, and Behaviours"
ocid: "ocds-b5fd17-7dd4d999-7cc6-46c6-bfaa-156b372367cb"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-7dd4d999-7cc6-46c6-bfaa-156b372367cb"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-7dd4d999-7cc6-46c6-bfaa-156b372367cb.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-7dd4d999-7cc6-46c6-bfaa-156b372367cb.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "H M REVENUE & CUSTOMS"
published: "2018-03-15"
---

# 1718CSTD30 Lifetime Gifting: Reliefs, Exemptions, and Behaviours

Buyer: H M REVENUE & CUSTOMS  
Current stage: Award  
OCID: ocds-b5fd17-7dd4d999-7cc6-46c6-bfaa-156b372367cb

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-7dd4d999-7cc6-46c6-bfaa-156b372367cb)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-7dd4d999-7cc6-46c6-bfaa-156b372367cb.json)

## Summary

Her Majesty's Revenue and Customs (HMRC) is seeking to engage in a public procurement contract titled "1718CSTD30 Lifetime Gifting: Reliefs, Exemptions, and Behaviours." This contract falls under the research and development services industry category, with a total value of £110,836. The procurement method utilised was selective, specifically a call-off from a framework agreement, and the tender process has reached the award stage. The contract period is established from 1st March 2018 to 31st October 2018, and the tender period ended on 8th February 2018. The delivery of services is to be conducted in London, United Kingdom.

This tender presents opportunities for businesses specialising in research and consultancy services, particularly those with expertise in surveys and data analysis related to gifting behaviours and inheritance taxation. As the contract was awarded to NatCen Social Research, businesses with a strong background in delivering similar research methodologies and a capacity for large-scale surveys may find themselves well-equipped to participate in future contracts of this nature. Small and medium enterprises (SMEs) are encouraged to consider their eligibility for such public sector opportunities, given the nature of the procurement process.

## Notice

Her Majesty's Revenue and Customs (HMRC) have limited data on gifts made by individuals during their lifetime. This survey will provide evidence to enable HMRC to build a picture of the distribution, the size of gifts, and the awareness of inheritance tax gift exemptions. The research will include a survey of the general population, to estimate the incidence of gifting, and a second-stage survey with those in the sub-population who have gifted to provide details on the nature of gifting, the donors, and the recipients. Additional information: This contract was let following a further competition within the BEIS Research & Evaluation Framework

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/5ead6e62-5b17-4a7b-bb17-e3b69c4ccd7f |
| Notice type | Award Notice |
| Procurement type | Framework |
| Procurement category | Services |
| Procurement method | Selective |
| Procurement method details | Call-off from a framework agreement |
| Tender suitability | SME |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 15 Mar 2018 |
| Submission deadline | 8 Feb 2018 |
| Future notice date | Not specified |
| Award date | 26 Feb 2018 |
| Contract period | 1 Mar 2018 - 31 Oct 2018 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £110,836 |
| Lots value | Not specified |
| Awards value | £110,836 |
| 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 | MANCHESTER |
| Post town | Manchester |
| Postcode | M60 9AF |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD3 Greater Manchester |
| ITL 3 | TLD33 Manchester |
| Local authority | Manchester |
| Electoral ward | Deansgate |
| Westminster constituency | Manchester Central |
| Delivery location | TLI London |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | NATCEN SOCIAL RESEARCH |

## CPV Codes

### Divisions

- 73 - Research and development services and related consultancy services

### Codes

- 73000000 - Research and development services and related consultancy services

## Release History

- 15 Mar 2018 at 14:37 - AwardUpdate - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/5ead6e62-5b17-4a7b-bb17-e3b69c4ccd7f
- 14 Mar 2018 at 18:13 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/5ead6e62-5b17-4a7b-bb17-e3b69c4ccd7f

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/5ead6e62-5b17-4a7b-bb17-e3b69c4ccd7f
  15th March 2018 - 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-b5fd17-7dd4d999-7cc6-46c6-bfaa-156b372367cb. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-7dd4d999-7cc6-46c6-bfaa-156b372367cb.json.