Get Iht422

The IHT422 form is essential for reporting Inheritance Tax obligations related to an estate, trust, or gift. This guide will help you navigate through each section of the form while filling it out online.

Follow the steps to successfully complete the IHT422 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Your details' section, begin by entering your surname or the name of the company in capital letters. Indicate your relationship to the estate by ticking the appropriate statement that applies to you, such as being an executor or an agent.
3. Complete your address to ensure the reference and any necessary payslip are sent to the correct location. Make sure to include your postcode and the country.
4. If you have a reference related to a previous form, please include it here. Otherwise, proceed to specify which form you are filling in by tick marking one box.
5. Provide your phone number so that the authorities can contact you if they have any queries regarding your submission.
6. If you are paying tax on an estate, complete the 'Deceased’s details' section with the surname, National Insurance number, first name(s), date of death, and any other names the deceased was known by.
7. Indicate the country where you will be applying for probate or confirmation by ticking the corresponding box. Also, enter the date of birth of the deceased.
8. If applicable, fill in the 'Name of settlor or transferor' section by providing the necessary details, including the surname, first name(s), and type of event being reported.
9. Specify the date of settlement and the date of the event you are reporting. If necessary, provide the expected date the IHT100 account will be submitted.
10. Review all entries for accuracy before finalizing your form. Once satisfied, proceed to save changes, download, print, or share the completed form.

Start filling out your IHT422 form online today!