Personal Tax- Broker’s Schedule triggers acquisition date 16/03/1998?

Article ID

personal-tax-brokers-schedule-triggers-acquisition-date-16-03-1998

Article Name

Created Date

2nd November 2022

Product

Problem

IRIS Personal Tax-Broker’s Schedule triggers acquisition date 16/03/1998?

Resolution

This is a HMRC rule where that date will be used.

If the brokers schedule has been ticked, IRIS will automatically insert the date of 16/3/1998. This date indicates when tapering relief on Capital Gains began.

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