Get Iht408

The IHT408 form is essential for individuals who have inherited household and personal goods from a deceased person and wish to donate them to a qualifying charity while claiming a charity exemption. This guide will provide you with step-by-step instructions to fill out the IHT408 accurately and efficiently.

Follow the steps to complete the IHT408 form online.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin by entering the name of the deceased in the designated field. This is crucial for identifying the estate in question.
3. Next, provide the date of death in the format DD MM YYYY. Ensure that this date is accurate to avoid any complications in processing.
4. If you have an IHT reference number, input it in the specified field. This number helps link your submission to any existing records.
5. Review the requirements for submitting the form. Make sure that the necessary proof that the charity has received the donated goods is attached, especially if the deceased died on or after 6 April 2012.
6. Add the names of all individuals who have inherited the household and personal goods. Each person must sign the form where indicated to validate the information shared.
7. Provide a detailed declaration indicating that you are entitled to the goods under the deceased's Will or intestacy. Select whether all or only specific items will be given to the charity.
8. In the schedule of items section, describe the donated items clearly. For example, specify 'dining table and four chairs' or use broader descriptions like 'clothing' or 'boxes of ornaments' as necessary.
9. Ensure to list the name of the charity, their HMRC reference number if available, and the estimated value of the donated items in British Pounds (£).
10. Conclude by reviewing all entered information for accuracy. Once satisfied, save your changes, download a copy for your records, or print the form for submission.

Complete the IHT408 online today to ensure your charitable donations are processed smoothly.