Property, Planning & Construction: Religious reliefs
The Government has taken steps to extend tax reliefs on property, which were previously only available to individuals, to companies and trusts. The rewards of this change will be keenly felt by Muslim investors and those who advise them, as Imam Qazi explains
May 03, 2006 at 08:03 PM
5 minute read
In this year's Finance Bill, Chancellor Gordon Brown has once again demonstrated his favour for Islamic finance by reducing and simplifying the tax burden on Muslim investors and businesses. The process of making allowances and exemptions for Islamic finance, which started in 2003 and culminated in this year's Bill, has ensured that the UK is at the forefront of the global expansion of Islamic finance. Specifically, the Finance Bill has extended the stamp duty land tax (SDLT) reliefs (which were previously only available to individuals) to companies and trusts. This simple measure is set to have a significant impact on the UK commercial property market.
In the Finance Act 2003, murabaha and ijarah structures were given special SDLT status. Murabaha, or cost-plus financing, is where the bank buys the property and then sells it to the customer at an increased price which is paid by the customer to the bank in fixed instalments over a fixed period of time. Ijarah means leasing and describes the structure whereby the bank buys the property and leases it to the customer who then purchases the property from the bank at the end of the term of the lease. As these structures involve multiple transactions they can give rise to multiple SDLT charges. The Finance Act 2003 addressed this problem by allowing these transactions to be treated for SDLT purposes as if they were a simple purchase (or refinance) and therefore no additional SDLT would be payable.
The Finance Act 2005 which, as well as extending the reliefs to Scotland and resolving some accounting problems, took another big step forward by creating a specific exemption for a structure which is viewed even more favourably from a shariah (Islamic law) point of view: diminishing musharaka. This is similar to the ijarah leasing idea, but goes further by specifically dealing with the gradual transfer of ownership of the property from the bank to the customer during the term of the lease as capital contributions are paid. The literal meaning of musharaka is partnership and it is diminishing in that the bank's share in the partnership decreases over time. Without the exemption, any instalment which comprised a capital contribution would potentially be a separate transaction for SDLT purposes.
The major flaw with these provisions in the 2003 and 2005 Finance Acts was that they only applied between a financial institution and an individual. Their target was therefore primarily the residential market, which led some cynics to claim that they were more about targeting the Muslim vote rather than a serious attempt to create a level playing field for Islamic finance.
As with any section of society, it is not usually wise to make broad generalisations, and this is no different for the Muslim investor. They are made up of a wide range of individuals, from the religiously strict to the more pragmatic. However, to analyse the decisionmaking process of Muslim investors on a practical level, it might be helpful to define three separate categories for Muslims who wish to invest in real estate through corporate vehicles, and consider their performance in the market to date.
. Group A adhere most strictly to their faith and do not invest as they are not willing to compromise on their principles. Some of the banks which currently only offer residential Islamic mortgages say they have been routinely turning away requests for commercial property finance from these types of investors.
. Group B are the most pragmatic and have reluctantly gone ahead with conventional mortgages, either because they do not see any other option, or because they are less concerned by the shariah restrictions.
. The more innovative Group C use complex and imaginative (but less desirable) structures to over-come the shariah and tax hurdles.
However, when the Finance Bill 2006 receives royal assent, the SDLT reliefs for murabaha, ijarah and diminishing musharaka will at last be extended to companies and trusts. The simple provision which changes 'individual' to 'person' in sections 71A to 73 of the Finance Act 2003 opens the way for a new wave of commercial property finance and investment in the UK. To assess the impact of this legislative change, we can consider our three categories of Muslim property investors mentioned above.
. Group A – those who have thus far decided not to invest in commercial property might now decide to do so.
. Group B – many of those who have taken out conventional mortgages may well wish to refinance, most likely using a diminishing musharaka product.
. Group C – those who have already invested using more complex structures will no doubt be encouraged to invest further with the knowledge that they can now do so in a more shariah- compliant and simple way.
Progressively-minded banks, property investment funds and law firms with shariah capability are likely to share the rewards of this growth sector, which shows no signs of relenting.
Imam Qazi is an associate at Burges Salmon.
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
Not a Lexis Subscriber?
Subscribe Now
Not a Bloomberg Law Subscriber?
Subscribe Now
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllBig Law Sidelined as Asian IPOs in New York Dominated by Small Cap Listings
X-odus: Why Germany’s Federal Court of Justice and Others Are Leaving X
Mexican Lawyers On Speed-Dial as Trump Floats ‘Day One’ Tariffs
Threat of Trump Tariffs Is Sign Canada Needs to Wean Off Reliance on Trade with U.S., Trade Lawyers Say
5 minute readTrending Stories
- 1Lawsuit Against Major Food Brands Could Be Sign of Emerging Litigation Over Processed Foods
- 2Fellows LaBriola LLP is Pleased to Announce that Alisha Goel Has Become Associated with The Firm
- 3Law Firms Turn to 'Golden Handcuffs' to Rein In Partner Movement
- 4Friday Newspaper
- 5Public Notices/Calendars
Who Got The Work
J. Brugh Lower of Gibbons has entered an appearance for industrial equipment supplier Devco Corporation in a pending trademark infringement lawsuit. The suit, accusing the defendant of selling knock-off Graco products, was filed Dec. 18 in New Jersey District Court by Rivkin Radler on behalf of Graco Inc. and Graco Minnesota. The case, assigned to U.S. District Judge Zahid N. Quraishi, is 3:24-cv-11294, Graco Inc. et al v. Devco Corporation.
Who Got The Work
Rebecca Maller-Stein and Kent A. Yalowitz of Arnold & Porter Kaye Scholer have entered their appearances for Hanaco Venture Capital and its executives, Lior Prosor and David Frankel, in a pending securities lawsuit. The action, filed on Dec. 24 in New York Southern District Court by Zell, Aron & Co. on behalf of Goldeneye Advisors, accuses the defendants of negligently and fraudulently managing the plaintiff's $1 million investment. The case, assigned to U.S. District Judge Vernon S. Broderick, is 1:24-cv-09918, Goldeneye Advisors, LLC v. Hanaco Venture Capital, Ltd. et al.
Who Got The Work
Attorneys from A&O Shearman has stepped in as defense counsel for Toronto-Dominion Bank and other defendants in a pending securities class action. The suit, filed Dec. 11 in New York Southern District Court by Bleichmar Fonti & Auld, accuses the defendants of concealing the bank's 'pervasive' deficiencies in regards to its compliance with the Bank Secrecy Act and the quality of its anti-money laundering controls. The case, assigned to U.S. District Judge Arun Subramanian, is 1:24-cv-09445, Gonzalez v. The Toronto-Dominion Bank et al.
Who Got The Work
Crown Castle International, a Pennsylvania company providing shared communications infrastructure, has turned to Luke D. Wolf of Gordon Rees Scully Mansukhani to fend off a pending breach-of-contract lawsuit. The court action, filed Nov. 25 in Michigan Eastern District Court by Hooper Hathaway PC on behalf of The Town Residences LLC, accuses Crown Castle of failing to transfer approximately $30,000 in utility payments from T-Mobile in breach of a roof-top lease and assignment agreement. The case, assigned to U.S. District Judge Susan K. Declercq, is 2:24-cv-13131, The Town Residences LLC v. T-Mobile US, Inc. et al.
Who Got The Work
Wilfred P. Coronato and Daniel M. Schwartz of McCarter & English have stepped in as defense counsel to Electrolux Home Products Inc. in a pending product liability lawsuit. The court action, filed Nov. 26 in New York Eastern District Court by Poulos Lopiccolo PC and Nagel Rice LLP on behalf of David Stern, alleges that the defendant's refrigerators’ drawers and shelving repeatedly break and fall apart within months after purchase. The case, assigned to U.S. District Judge Joan M. Azrack, is 2:24-cv-08204, Stern v. Electrolux Home Products, Inc.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250