Probate and confirmation
PA1 – Probate Application Form
Excepted estates – where a full Inheritance Tax account isn’t required
IHT205 (2006) – Return of Estate Information
C5 (2006) – Return of Estate Information
C5 (SE) (2006) – Information about Small Estates
IHT207 (2006) – Return of Estate Information
C5 (OUK) (2006) – Return of Estate Information
IHT217 – Claim to transfer unused nil rate band for excepted estates
Inheritance Tax is due – or a full account is required
Inheritance Tax Account
IHT400 – Inheritance Tax Account
C4 – Corrective Account/Inventory
IHT35 – Claim for relief – loss on sales of shares
IHT38 – Claim for relief – loss on sales of land
IHT105 – Alternatively secured or unsecured pension fund – return of information
IHT500 – Election for Inheritance Tax to apply to asset previously owned
IOV2 Instruments of variation checklist – Instrument of Variation Checklist
Paying Inheritance Tax
IHT422 Online – Application for an Inheritance Tax Reference
IHT30 – Application for a Clearance Certificate
IHT35 – Claim for relief – loss on sales of shares
IHT38 – Claim for relief – loss on sales of land
Inheritance Tax is due on a trust
IHT100 File and Save – Inheritance Tax Account
IHT100a File and Save – Gifts and other transfers of value
IHT100b File and Save – Termination of an interest in possession
IHT100c File and Save – Assets ceasing to be held on discretionary trusts – proportionate charge
IHT100e File and Save – Charges on Special Trusts
IHT100f File and Save – Cessation of conditional exemption – disposal of timber or underwood
IHT100g File and Save – Alternatively Secured Pension Chargeable Event