ChangeGPS

Overview of Section 100A in ChangeGPS, including how the app assesses trust distribution risk under PCG 2022/2 and determines beneficiary risk zones

Section 100A overview

Explains what Section 100A is and why it matters for trust distributions and tax risk

What is Section 100A and why does it matter for trust distributions?

Explains the Section 100A risk zones and what GREEN, AMBER and RED results mean

What are the GREEN, AMBER, and RED risk zones in ChangeGPS Section 100A?

Overview of reimbursement agreements, including benefit flow and the ordinary dealing test

What is a reimbursement agreement for Section 100A purposes?

Overview of scenario modelling in Section 100A, including tax outcomes and risk assessment

Can I model multiple distribution scenarios before finalising in ChangeGPS Section 100A?

What are Green Zone Suggestions in ChangeGPS Section 100A?

An overview of Section 100A risk zone overrides in ChangeGPS, covering appropriate use, professional judgement, and audit trail documentation.

Can I override the calculated risk zone in ChangeGPS Section100A?

Explains how Section 100A applies to corporate beneficiary distributions, including UPE usage and risk zone considerations under PCG 2022/2

Does Section 100A apply to distributions to corporate beneficiaries?

Explains when to run a Section 100A assessment in ChangeGPS, with a focus on pre‑resolution timing and identifying potential risk

When should I run a Section 100A assessment?

Explains the end to end Section 100A workflow in ChangeGPS, including client setup, distribution scenarios, risk assessment, and report delivery

How to use Section 100A

Assess and manage Section 100A risk on trust distributions with clarity and confidence.

Section 100A

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