188体育

If one has not already been prepared, you can add a new Entry (IHTM31011) from the 鈥楨state Details鈥� (IHTM31131) window.

• Select the first 鈥楢dd鈥� button. This will open a new window and create a new entry using the next consecutive letter available. For instance, if the last Entry was B, the next will be C. For this reason you should consider the order of your Entries before you set them up.
• Enter a description for the new Entry, such as 鈥楩 Bloggs Will Trust鈥�. What you enter here will appear as the title on printed calculations.
• Select the appropriate type of chargeable transfer from the drop-down stats box. Make sure this is correct, as you cannot change it later.
• If the Entry relates to a lifetime transfer, enter the date of transfer in the new box that will appear. If you are including a number of transfers within the same Entry, use the date of the last transfer. COMPASS will use the date to calculate any taper relief (IHTM14611) and interest.
• Select 鈥極K鈥� to confirm that you want to add the Entry.

COMPASS will automatically set up an NIOP (IHTM31011) assessment group for the new entry. You can then add other assessment groups, asset, liabilities and reliefs and exemptions in the usual way.

COMPASS will bring forward the agent and liable people details from the previous Entry. It is likely that you will need to change some of these. Do this in the usual way, making sure that the correct Entry is displayed in the Entry option in the Estate Details window.

Shortcut

You can add a new entry from the 鈥楥ase Outline鈥� window. Choose any Entry folder and right click once.. Choose 鈥楢dd Entry鈥� from the menu that appears.