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Exempt unit trusts and stocks and shares ISAs from the sale-expense deduction - #2131

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MaxGhenis wants to merge 134 commits into

uc-capital-sale-expensesfrom

sale-expense-share-split

Commits on Jun 24, 2026
- Add cash ISA and stocks and shares ISA holdings variables
  
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- Format ISA variables with ruff
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Commits on Jul 7, 2026
- Move changelog to a towncrier fragment so the minor bump lands
  
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Commits on Sep 26, 2026
- Require mirroring policy changes in Axiom RuleSpec
  
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Commits on Sep 30, 2026
- Charge Class 4 NICs on Chapter 2 profits with Schedule 2 loss relief
  
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- Property-test a supplied brought-forward balance over many years
  
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- Add changelog fragment and document the Class 4 profits measure
  
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- Document Class 4 loss limits and add a fixed spiral-limit regression test
  
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- Split additional State Pension by the period's State Pension type
  
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- Give pension-age HB and CTR the severe disability premium Pension Credit uses
  
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- Compare State Pension with DWP's forecast and fix the gap explanation
  
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- Keep the State Pension age guard; don't tie the tests to flat-rate uprating
  
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- Stop children and a claimant's own carer benefit withholding the addition
  
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- State the carer and savings-credit dependencies without dating them
  
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- Deduct only each person's own tax and NI on earnings from UC earned income
  
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- Add UC earnings-deduction property tests; widen State Pension properties
  
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Commits on Oct 1, 2026
- Merge branch 'main' into add-isa-balance-variables
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- Add share-like wealth component inputs
  
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- Merge remote-tracking branch 'origin/pc-sda-statutory-conditions' into sdp-carer-attribution
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- Share one carer attribution between the legacy severe disability premium and the Pension Credit addition
  
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- Address review: cite s.70(7ZA)-(7ZC), test other members and three flags, pin the qualifying lists
  
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- Fix the UC docs means-test sentence; point the Marriage Allowance pin at #1947
  
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- Merge remote-tracking branch 'origin/main' into ctr-carer-support-payment-income
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- Count Carer Support Payment as Council Tax Reduction income
  
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- Say the supplement reaches CTR income only through the model's tax deduction
  
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- Placeholder: boarder and lodger rent inputs from the companion branch
  
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- Give sharers, boarders and lodgers their own rent, tenure and LHA category
  
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- Merge #1943's head ce85220a (main merged in) into the #1942 fix
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- Take tax reductions off the tax on earnings first; deduct only relievable pension contributions
  
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- Generate working pensioners with a tax reduction in the UC earnings property tests
  
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- Follow the tax engine's exclusion list when slicing earnings
  
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- Split council tax among jointly liable sharers and apportion shared non-dependants
  
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- Property tests for sharers', boarders' and lodgers' rent, tenure and housing support
  
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- Use the companion branch's boarder and lodger input definitions verbatim
  
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- Changelog for #2005
  
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- Keep each family's share of the household's rent on one person
  
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Commits on Oct 2, 2026
- Merge remote-tracking branch 'origin/main' into ctr-carer-support-payment-income
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  70fff9b
- Merge branch 'working-age-severe-disability-premium' into sdp-carer-attribution
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  de59787
- Merge branch 'pc-sda-statutory-conditions' into sdp-carer-attribution
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- Address the independent review of #2006
  
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- Merge origin/main into class-4-chapter-2-profits
  
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- Merge sdp-carer-attribution (#1896, #1946, #1951, #1977) into hb-pension-age-severe-disability-premium
  
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- Follow the Guarantee Credit passport in the pension-age CTR case; qualify the 20% invariant
  
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- Merge main (#1943 merged, #1959 and others) into the #1942 fix
  
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- Merge remote-tracking branch 'origin/main' into sdp-carer-attribution
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- Test that AFCS payments never confer severe disability; document AFCS vs AFIP
  
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- Tighten the Pension Credit reported-capital docs and properties (review of #2018)
  
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- Remove main's #1942 xfail on Carer Support Payment; pin the tests review's counterexamples
  
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  19a7235
- Merge main (#1896 and others) into the #1942 fix
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- Declare the claimant and partner in the UC earnings and State Pension property fixtures
  
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- Merge origin/main into class-4-chapter-2-profits
  
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- Merge origin/main (#1896, #1926 and others) into benefit-unit-rent-liability
  
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- Pin the Housing Benefit LHA rate in the #1926 LHA-order tests
  
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- Check CTR carer income on the Pension Credit routes separately
  
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- Merge remote-tracking branch 'origin/main' into ctr-carer-support-payment-income
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  ef148ea
- Correct the pension-age tax rule and add overlap tripwires for Scottish CTR
  
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  40cc558
- Fix pension-age HB and CTR severe disability premium conditions
  
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- Merge updated main after #1896
  
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- Count a trading loss for Class 4 only in the year it is supplied for
  
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- Merge remote-tracking branch 'origin/main' into class-4-chapter-2-profits
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Commits on Oct 3, 2026
Commits on Oct 4, 2026
- Merge pull request #2125 from PolicyEngine/fix-read-only-cache-fixture-core-3-32-16
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- Merge pull request #2006 from PolicyEngine/benefit-unit-rent-liability
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- Update package version
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- Merge remote-tracking branch 'origin/main' into hub-1949-merge
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- Merge pull request #2003 from PolicyEngine/afcs-severe-disability
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- Update package version
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- Merge remote-tracking branch 'origin/main' into hub-1938-merge
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- Allow axiom: queued only when the encoder is blocked; add axiom: needed
  
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- Merge pull request #1949 from PolicyEngine/uc-earned-income-own-tax
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- Update package version
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- Merge remote-tracking branch 'origin/main' into ctr-carer-support-payment-income
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- Make the State Pension property tests deterministic; tighten docs
  
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  723524e
- Merge pull request #1992 from PolicyEngine/ctr-carer-support-payment-income
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- Merge pull request #1922 from PolicyEngine/additional-state-pension-period-type
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- Update package version
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- Merge pull request #1877 from PolicyEngine/axiom-parity-guidelines
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- Update package version
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  committed
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- Merge pull request #1938 from PolicyEngine/hb-pension-age-severe-disability-premium
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  4b575fd
- Update package version
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- Merge pull request #2070 from PolicyEngine/pc-reported-capital-followups
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- Update package version
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  committed
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- Merge pull request #1791 from PolicyEngine/add-isa-balance-variables
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- Merge remote-tracking branch 'origin/main' into wealth-share-components
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- Count corporate_wealth's components in every means-test capital list
  
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- Merge remote-tracking branch 'origin/wealth-share-components' into sale-expense-share-split
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- Exempt unit trusts and stocks and shares ISAs from the sale-expense deduction
  
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Commits

Commits on Jun 24, 2026

Commits on Jul 7, 2026

Commits on Sep 26, 2026

Commits on Sep 30, 2026

Commits on Oct 1, 2026

Commits on Oct 2, 2026

Commits on Oct 3, 2026

Commits on Oct 4, 2026