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EFIS 5, January 2009 : Inheritance Tax / Inland Revenue

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Important Notice:

Forms IHT400 - IHT423 require you to be running OyezForms V9.01J or above in order to reproduce them to HMRC’s specification. Click here for program upgrade information.


As some subscribers to this range have not upgraded their OyezForms to version V901J or above, the reference to “HM Revenue & Customs” does not always print out correctly which causes HMRC’s staff difficulty when processing the completed IHT forms.

IHT400-IHT423 forms have been re-supplied on the understanding that customers upgrade their software along with use of these versions to avoid the risk of HMRC rejecting their completed applications.

Customers must use the latest versions of IHT400 - IHT423 on receipt.

Also, we have taken the opportunity to re-issue forms IHTD3, IHTD5 and IR185EI which have all received minor field label amendments. These forms can also be used immediately.

Forms affected

IHT400 Inheritance Tax account New/Amended
IHT401 Domicile outside the United Kingdom New/Amended
IHT403 Gifts and other transfers of value New/Amended
IHT404 Jointly owned assets New/Amended
IHT409 Pensions New/Amended
IHT411 Listed stocks and shares New/Amended
IHT407 Household and personal goods New/Amended
IHT415 Interest in another estate New/Amended
IHT416 Debts due to the estate New/Amended
IHT419 Debts owed by the deceased New/Amended
IHT410 Life assurance and annuities New/Amended
IHT405 Houses, land, buildings and interests in land New/Amended
IHT414 Agricultural relief New/Amended
IHT413 Business and partnership interests and assets New/Amended
IHT417 Foreign assets New/Amended
IHT420 National Heritage assets, conditional exemption and offers in lieu of tax New/Amended
IHT422 Application for an Inheritance Tax reference New/Amended
IHT421 Probate summary New/Amended
IHT423 Direct payment scheme, bank or building society account New/Amended
IHT408 Household and personal goods donated to charity New/Amended
IHT402 Claim to transfer unused nil rate band New/Amended
IHT406 Bank and building society accounts and National Savings and Investments New/Amended
IHT418 Assets held in trust New/Amended
IHT400C Inheritance Tax account - Calculation New/Amended
IHT412 Unlisted stocks and shares, and control holdings New/Amended
IR185EI Statement of income from estates New/Amended
IHTD3 Gifts and other transfers of value New/Amended
IHTD5 Assets held in trust (settled property) 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.