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EFIS 103, November 2014 : Inheritance Tax / Inland Revenue

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Pursuant to the information which was supplied to you on EFIS 101/2014, subscribers to this range are requested to use the latest versions of these Inheritance Tax forms after Her Majesty's Revenue and Customs (HMRC) amended the Helpline telephone number and website address and other details on these forms.

Although HMRC will continue to accept older versions of these IHT forms, practitioners may prefer to use the latest versions when the HMRC make them available on their website.

Forms affected

IOV2 Instrument of Variation checklist New/Amended
IHTD32 Stocks and Shares New/Amended
IHT30 Application for a clearance certificate New/Amended
IHTD36 Land, buildings and interests in land New/Amended
IHTD39 Foreign assets 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
IHT100(ALL) Inheritance Tax Account, plus Event Forms, Supplementary Pages and Worksheet New/Amended
IHT500 Election for Inheritance Tax to apply to asset previously owned New/Amended
IHT100g Alternatively secured pension chargeable event New/Amended
IHT205(2006) Return of estate information if the person died on or after 1st September 2006 New/Amended
IHT207(2006) Return of estate information (where deceased domiciled abroad) if the person died on or after 1st September 2006 New/Amended
IHTC5(OUK)(2006) Return of estate information where deceased was domiciled abroad if the person died on or after 1st September 2006 New/Amended
IHTC5(SE)(2006) Information about Small Estates if the person died on or after 1st September 2006 New/Amended
IHTC5(2006) Return of estate information if the person died on or after 1st September 2006 New/Amended
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 maintenance funds 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
IHT400(all) Inheritance Tax account - Extended Form New/Amended
IHT400C Inheritance Tax account - Calculation New/Amended
IHT412 Unlisted stocks and shares, and control holdings New/Amended
IHT430 Reduced rate of Inheritance Tax New/Amended
IHT35 Claim for relief - loss on sale of shares New/Amended
IHT38 Claim for relief - loss on sale of land 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.