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EFIS 18, February 2016 : Inheritance Tax / Inland Revenue

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Subscribers to this range are requested to use the latest versions of these Inheritance Tax forms after Her Majesty's Revenue and Customs (HMRC) changed the Helpline telephone number on these forms.

These amended IHT400 forms must be used from Friday 5th February when HMRC will publish them on their website.

HMRC have also updated form 64_8. This form is used to authorise HMRC to communicate with an accountant, tax agent or adviser acting on your behalf.

Please also find available IHT100d and IHT100(ALL) which have received slight amendments. IHT100d has received a slight textual amendment and IHT100(ALL) received a macro amend.

Forms 64_8, IHT100d and IHT100(ALL) can be used immediately.

For details of field amendments please go to:

Forms affected

IHT100d Non Interest in possession Settlements Principal charge (ten-year anniversary) New/Amended
IHT100(ALL) Inheritance Tax Account, plus Event Forms, Supplementary Pages and Worksheet New/Amended
64_8 Authorising your agent New/Amended
IHT400 Inheritance Tax account 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
IHT410 Life assurance and annuities New/Amended
IHT405 Houses, land, buildings and interests in land 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
IHT400(all) Inheritance Tax account - Extended Form New/Amended
IHT400C Inheritance Tax account - Calculation 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.