Get Uk Iht35 2022-2025

This guide provides a clear and supportive overview on how to fill out the UK Inheritance Tax form IHT35 online. Claim relief for shares or securities sold at a loss after the death of an individual by following these detailed steps.

Follow the steps to complete the UK IHT35 form online effectively.

1. Press the ‘Get Form’ button to acquire the UK IHT35 form and open it in the editor.
2. Begin by entering the deceased's surname and first names in the specified fields. Ensure these are accurately filled out.
3. Input the date of death in the format DD MM YYYY, as this information is crucial for establishing eligibility for relief.
4. Fill in the Inheritance Tax reference number, which is necessary for tracking your claim.
5. List all qualifying investments sold in the 12 months following the date of death. Record details including the full description of each holding as well as their sale prices.
6. If there were any purchases of qualifying investments between the date of death and two months after the last sale, indicate this by answering the respective question and providing details.
7. Complete the repayment authority by entering the account name, sort code, and account number where any overpaid Inheritance Tax should be repaid.
8. Finalize your entry by signing and dating the form as the appropriate person, thereby confirming that all information provided is true and complete.
9. Once all information is complete, save your changes, download, print, or share the completed IHT35 form as needed.

Complete your Inheritance Tax relief claim online using this guide for a streamlined experience.