IHTM47061 - Long-term UK residence test: Pre-owned assets tax

The pre-owned asset (POA) charge (IHTM44001) is a charge to income tax on benefits received by a former owner of propertyIt applies to individuals who continue to receive benefits from certain assets (land, chattels, intangibles in a settlor interested trust) that they once owned after 17 March 1986 but have since disposed of.  

The POA charge (IHTM44001) applies to UK resident individualsIf you are long-term UK resident (IHTM47000), the POA charge applies to both UK and foreign property.   If you are not long-term UK resident the charge only applies if the property is situated in the UK.   

Prior to 6 April 2025, if an individual was UK resident, but non-UK domiciled, the charge did not apply unless the property (land, chattels, intangibles in a settlor interested trust) was situated in the UK.  

Property which is not subject to the gift with reservation (GWR) provisions (IHTM14301) because it was excluded property comprised within a settlement immediately before 30 October 2024 (IHTM47022) will also be disregarded for pre-owned assets tax purposes.