What is the difference between IHT205?

If the Gross Value of the Estate is under 1m and the majority of assets are transferring to a surviving spouse or civil partner you can use form IHT205. If the Gross Value of the Estate is over 325,000 and no assets are being transferred to a surviving spouse or civil partner you will need to use form IHT400.

Use form IHT217 with form IHT205 (or C5 (2006) in Scotland) to claim a transfer of unused nil rate band if the estate is an excepted estate and the whole of the nil rate band is available to transfer.

What is the difference between IHT217 and IHT402?

Form IHT402 (Claim to transfer unused Nil Rate Band) Form IHT217 above can only be used where 100% of the estate on the first death passed to the surviving spouse/civil partner. Form IHT402 is used when some of the allowance has been used on the first death (e.g. some funds passed to children or other beneficiaries).

What replaces IHT205?

For deaths occurring after the 1st January 2022 you will no longer be required to complete an IHT205 or C5 (Scotland) for excepted estates in the UK, an updated PA1 or C1 form will be the only form required to receive a grant of probate or certificate of confirmation.

Use form IHT217 with form IHT205 (or C5 (2006) in Scotland) to claim a transfer of unused nil rate band if the estate is an excepted estate and the whole of the nil rate band is available to transfer.

What is the difference between IHT217 and IHT402?

Form IHT402 (Claim to transfer unused Nil Rate Band) Form IHT217 above can only be used where 100% of the estate on the first death passed to the surviving spouse/civil partner. Form IHT402 is used when some of the allowance has been used on the first death (e.g. some funds passed to children or other beneficiaries).

IHT 207 This form is only used when the deceased had their permanent home abroad and their assets in the UK consisted of cash, or quoted stocks and shares only, the gross value of which was less than 150,000. IHT208 This is a booklet that will guide you through the IHT 207 application.

What replaces IHT205?

For deaths occurring after the 1st January 2022 you will no longer be required to complete an IHT205 or C5 (Scotland) for excepted estates in the UK, an updated PA1 or C1 form will be the only form required to receive a grant of probate or certificate of confirmation.

Get Iht207

207 provided that the deceased died abroad and had their permanent home outside the United Kingdom (UK), their only assets in the UK were cash or quoted stocks and shares, those assets were held in their own name, or jointly owned, and the gross value of those assets was less than 100,000. You may find that as you go through the form that some other conditions mean that you must stop and fill in a formal account instead. But provided these initial conditions are met, you can.

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