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EFIS 66, August 2011 : Inheritance Tax / Inland Revenue

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Her Majesty’s Revenue and Customs (HMRC) has recently amended IHT402 and IHT420, which also form part of our IHT400(ALL).

Although HMRC will continue to accept the current editions of IHT402 and IHT420 until 30th September, practitioners may prefer to use the latest editions of IHT402, IHT420 and IHT400(ALL).

Please also find available forms IHT411 which has received a macro amendment and SA108 and IHT217 which have received slight field amendments.

All forms can be used immediately.

Forms affected

IHT411 Listed stocks and shares New/Amended
IHT420 National Heritage assets, conditional exemption and maintenance funds New/Amended
IHT402 Claim to transfer unused nil rate band New/Amended
IHT400(all) Inheritance Tax account - Extended Form New/Amended
IHT217 Claim to transfer unused nil rate band for excepted estates New/Amended
SA108 Self Assessment Capital Gains Summary 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.