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EFIS 80, December 2005 : Inheritance Tax / Inland Revenue

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HM Revenue and Customs has amended these forms to take account of the Civil Partnership Act 2004 which will came into force on 5th December 2005.

Although we think that HMRC will accept current forms after 5th December which do not relate to civil partnerships, we recommend that practitioners use these amended forms immediately.

Please also find enclosed the remainder of the IHTD forms as well as IHT200(ALL), IHT200(TC), IHT200_WS, IHT100c, IHT100d, IHT100e, IHT100f, IHT100WS and the IHT100(ALL) which have been amended to incorporate the new logo, and have received macro amendments.

SDLT1 (V2.2) is re-supplied with enhanced postcode validation logic as well as SDLT4 which has had a minor field adjustment.

Finally, the amended version of IHTD20 performs the same function as the current edition of IHTD21. Therefore we recommend that you delete IHTD21 from your system(s), along with IHT200(No_worksheet) which is now obsolete.

All forms can be used immediately.

Forms affected

IHT200(No Worksheet) Inland Revenue Account for Inheritance tax with Worksheet Deleted   [?]
IHTD21 Application for Capital Taxes reference Deleted   [?]
IHTD19 Confirmation that no Inheritance tax is payable New/Amended
IHT200_WS Inheritance Tax Account including Worksheet New/Amended
IHTD20 Application to transfer funds to pay inheritance tax New/Amended
IHTD31 Domicile oustide the United Kingdom New/Amended
IHTD32 Stocks and Shares New/Amended
IHTD33 Debts due to the Settlement or Trust New/Amended
IHTD34 Life insurance and annuities New/Amended
IHTD35 Household and personal goods New/Amended
IHTD38 Business relief, business or partnership interests New/Amended
IHTD36 Land, buildings and interests in land New/Amended
IHTD37 Agricultural Relief New/Amended
IHTD39 Foreign assets New/Amended
IHTD40 Continuation sheet for additional information New/Amended
IHTD41 Checklist New/Amended
IHTD42 Confirmation that no Inheritance tax is payable New/Amended
IHT100a Gifts and other transfers of value New/Amended
IHT100 Inheritance Tax Account New/Amended
IHT100b Termination of an interest in possession New/Amended
IHT100c Assets ceasing to be held on discretionary trusts. Proportionate charge New/Amended
IHT100d Non Interest in possession Settlements Principle charge (ten-year anniversary) New/Amended
IHT100e Charges on special trusts New/Amended
IHT200(All) Inheritance Tax Account including all supplementary pages New/Amended
IHT100f Cessation of conditional exemption. Disposal of timber or underwood New/Amended
IHT100WS Inheritance tax worksheet New/Amended
IHT100(ALL) Inland Revenue Account for Inheritance Tax, plus Event Forms, Supplementary Pages and Worksheet New/Amended
SDLT1 Land Transaction Return New/Amended
SDLT4 Land Transaction Return - Additional details about the transactions, including leases New/Amended
IHTD3a Gifts made as part of normal expenditure out of income New/Amended
IHT205 Return of estate information New/Amended
IHT200(TC) Inheritance Tax Account including all supplementary pages - Tenants in Common New/Amended
IHTD4(TC) Joint and nominated assets - Tenants in Common (IHT200 supplementary form) New/Amended
IHT207 Return of estate information (where deceased domiciled abroad) New/Amended
IHTC5 Return of estate information New/Amended
IHTC5(SE) Information about Small Estates New/Amended
IHT200 Inheritance Tax Account New/Amended
IHTD1 The Will New/Amended
IHTD2 Domicile outside the United Kingdom New/Amended
IHTD3 Gifts and other transfers of value New/Amended
IHTD4 Joint and nominated assets (IHT200 supplementary form) New/Amended
IHTD5 Assets held in trust (settled property) New/Amended
IHTD6 Pensions New/Amended
IHTD7 Stocks and shares New/Amended
IHTD8 Debts due to the estate New/Amended
IHTD9 Life insurance and annuities New/Amended
IHTD10 Household and personal goods New/Amended
IHTD11 Interest in another estate New/Amended
IHTD12 Land, buildings and interests in land New/Amended
IHTD13 Agricultural Relief New/Amended
IHTD14 Business relief, business or partnership interests New/Amended
IHTD15 Foreign assets New/Amended
IHTD16 Debts owed by the estate New/Amended
IHTD17 Continuation sheet for additional information New/Amended
IHTD18 Probate summary New/Amended
IHT200CHK Checklist New/Amended
IHTC1 Inventory Form - Confirmation New/Amended

Crown copyright forms are reproduced with the permission of the Controller of the Stationery Office. Law Society forms are reproduced with the permission of the Law Society. Legal Aid Forms are produced with the permission of the LSC.