Get Uk Iht423 2020-2025

Filling out the UK IHT423 form is essential for managing the payment of Inheritance Tax from the deceased's accounts. This guide provides clear, step-by-step instructions to help users navigate the online process effectively.

Follow the steps to fill out the UK IHT423 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the deceased’s surname and first names in the respective fields.
3. Fill in the date of death using the format DD MM YYYY.
4. Input the Inheritance Tax reference number for accurate processing.
5. Indicate that you have applied for a grant of representation or confirmation for the estate by checking the appropriate box.
6. In the transfer details section, provide the bank or building society name, or leave it blank if using an NS&I account.
7. Enter the sort code of the deceased’s account in figures, if applicable.
8. State the amount to be transferred in both figures and in words.
9. Fill in the account number if the account belongs to NS&I, making sure it is not their general account number.
10. Enter the sort code and account number for transferring funds to HM Revenue and Customs.
11. Ensure that a valid IHT reference number is provided to facilitate payment matching.
12. Turn to page 2 to sign the declaration, ensuring that all representatives applying for the grant of representation sign the form.
13. Review all entries for accuracy, then save changes, download, print, or share the completed form as needed.

Complete your UK IHT423 form online to manage Inheritance Tax efficiently.