Get Iht400 - Inheritance Tax Integrated Account. Use This Form If You\''ve Purchased Adobe Acrobat

This guide provides comprehensive and user-friendly instructions for filling out the IHT400 form required for reporting Inheritance Tax. Designed for individuals with varying levels of legal expertise, this guide aims to simplify your experience and support you through each section of the form.

Follow the steps to complete the IHT400 form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Gather all necessary documents and information related to the deceased's estate, including financial details and any documentation of gifts made.
3. Begin by filling in the deceased’s personal information in section 1, including name, date of birth, date of death, and domicile at the time of death.
4. Provide details about the deceased's marital status and their last known address in the subsequent fields, continuing to answer all questions as they appear.
5. Proceed to section 2, which deals with the financial assets. Enter values for jointly owned assets, individual bank accounts, insurance policies, and assess whether exemptions or reliefs apply.
6. As you complete each section, utilize the notes provided to clarify instructions, particularly for complex areas like business interests and gifts.
7. Once you have filled in all necessary fields, review your entries for accuracy. Utilize the calculation features of the form where applicable for instant results.
8. After finalizing, save your progress, and consider downloading or printing a copy of the completed form to have a physical record.
9. Submit the completed and signed IHT400 to the appropriate HMRC department, ensuring that all supporting documents are included.

Start managing your Inheritance Tax documents online to ensure a smooth filing process.