IHTM - Recent changes to this Manual

Below are details of the amendments that were published on 27 July 2005.

SectionTitle and details of the update
IHTM02241Revised targets for responding to complaints
IHTM02244As above
IHTM02247Minor grammatical change
IHTM04294Guidance for dealing with FOTRA gilts brought into line with IHTM 04291
IHTM05073Telephone number corrected
IHTM08138Revised procedures for closing the COMPASS record
IHTM11064Revised guidance in capitalisation of a spouse's life interest under an intestacy
IHTM11139Community Amateur Sports Clubs - revised contact points for checking status
IHTM11291New point of contact for Killed in War exemption
IHTM11301As above
IHTM14692Difficulties with Double Charges Relief to be discussed with managers rather than TG
IHTM20081Clarification of the legal ownership of a policy assigned or placed in trust
IHTM21023Enquiries re application of ESC about medals awarded for valour should be referred to Heritage
IHTM22022Revised instructions for valuing interests in unadministered estates
IHTM24180Additional conditions for lifetime transfers; consideration of associated operations provisions
IHTM25278Derestricted to allow public access
IHTM25342Updated to reflect the decision in Hertford v CIR
IHTM25368Additional conditions for lifetime transfers; consideration of associated operations provisions
IHTM26090Difficulties with abatement to be discussed with managers rather than TG
IHTM26105Reference to an undertaking deleted
IHTM26180Hyperlink on Contents Page amended
IHTM28370Debts disallowed under FA86/S103 no longer to be referred to TG
IHTM29074Settling an enquiry: Recording settlement on COMPASS and ERS
IHTM29121ERS yield screen: procedural change for recording sub threshold changes
IHTM29127ERS screen: new procedures for recording changes to previous lifetime cumulative total and omitted gifts
IHTM31102Amendment to procedure for setting up a case record
IHTM31113Addition of a "Designatory" box
IHTM31191Use of Compass notes box
IHTM35122Revised procedural instructions to Edinburgh re Gift Aid Relief
AnnexNew guidance notes on Public Access to Conditionally Exempt Property