Recent developments

Where necessary, modules have been updated for the tax year 2024-25 and financial year 2024.


Pre-owned assets

by Stephanie Webber

The pre-owned assets charge that can apply if benefits are received from certain types of previously owned property.

15 mins
Course status: Not yet started
Released in February 2024
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IHT and lifetime transfers

by Stephanie Webber

Calculation of lifetime tax and special rules for associated operations

20 mins
Course status: Not yet started
Released in November 2023
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Gifts with reservation

by Stephanie Webber

The inheritance rules applicable where the donor retains some benefit from property given away

15 mins
Course status: Not yet started
Released in November 2023
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