This article is applicable to the Troika product only.
The following issues were addressed in the release of Troika version 2.09.014.
New Features
[Support #25557] The IHT100 form and its associated sub forms are now available for generation from the IHT & Other Tax Forms menu option in Wealth Management.
[Support #25756] In the event transactions are posted to an investment ledger, but users then note the wrong investment is attached to that ledger, it is now possible to change the investment within the Investment Ledger itself without having to delete and re-enter the transaction.
The following probate specific issues were addressed in the release of Troika version 2.09.014.
New Features
[Support #25747] The 07/20 version of IHT30 is now included within the Wealth Management probate product. Currently there is no automated population of any details, but the form can be generated and completed onscreen, before being saved/printed. Automation will follow in a later release.
[Support #25768] The new 03/21 version of IHT435 released by HMRC is now included within the Wealth Management probate product.
Fixes and Changes
[Support #25607] Some inconsistences between the IHT form and supporting schedules for 411 and 412 investments have been adjusted for. All entries will now be calculated using a market price to 4 decimal places, mirroring the form's calculations.