GOV.UK - A list of all forms relating to Inheritance Tax
A list of all Inheritance Tax forms.
The Government publish a collection page of all forms relating to Inheritance Tax.
Inheritance Tax forms
Find all forms for Inheritance Tax.
HM Revenue & Customs
Many of these forms, outside of a more standard probate application, need professional advice from a solicitor or qualified accountant. If in any doubt, seek legal advice.
Probate and confirmation forms
- Form PA1P: Apply for probate by post if there is a will
- Inheritance Tax: confirmation (C1)
- Notes for C1 and C5 forms dealing with Inheritance Tax on Scottish estates
- Inheritance Tax: notes for completion of forms C1 and C5 (C3 (2004))
- Inheritance Tax: probate summary (IHT421)
Excepted estates forms
- Inheritance Tax: return of estate information (IHT205) for deaths on or after 6 April 2011
- Inheritance Tax: return of estate information (IHT205) for deaths before 6 April 2011
- Inheritance Tax: return of estate information (IHT207 (2006))
- Inheritance Tax: return of estate information (C5 (2006))
- Inheritance Tax: information about small estates (C5 (SE) (2006))
- Inheritance Tax: return of estate information (C5 (OUK) (2006))
- Notes for C1 and C5 forms dealing with Inheritance Tax on Scottish estates
- Inheritance Tax: return of estate information (C5 (2004-2006))
- Inheritance Tax: notes for completion of forms C1 and C5 (C3 (2004))
- Inheritance Tax: claim to transfer unused nil rate band for excepted estates (IHT217)
Forms when Inheritance Tax is due, or a full account is needed
- Inheritance Tax: claim for relief - loss on sale of shares (IHT35)
- Inheritance Tax: claim for relief - loss on sale of land (IHT38)
- Inheritance Tax: claim to transfer unused Inheritance Tax nil rate band (IHT216)
- Inheritance Tax account (IHT400)
- Inheritance Tax: domicile outside the United Kingdom (IHT401)
- Inheritance Tax: claim to transfer unused nil rate band (IHT402)
- Inheritance Tax: gifts and other transfers of value (IHT403)
- Inheritance Tax: jointly owned assets (IHT404)
- Tell HMRC about houses, land, buildings and interest in land for Inheritance Tax
- Inheritance Tax: bank and building society accounts (IHT406)
- Inheritance Tax: household and personal goods (IHT407)
- Inheritance Tax: household and personal goods donated to charity (IHT408)
- Inheritance Tax: pensions (IHT409)
- Inheritance Tax: life assurance and annuities (IHT410)
- Inheritance Tax: listed stocks and shares (IHT411)
- Inheritance Tax: unlisted stocks and shares and control holdings (IHT412)
- Inheritance Tax: business and partnership interests and assets (IHT413)
- Inheritance Tax: Agricultural Relief (IHT414)
- Inheritance Tax: interest in another estate (IHT415)
- Inheritance Tax: debts due to the estate (IHT416)
- Inheritance Tax: foreign assets (IHT417)
- Inheritance Tax: assets held in trust (IHT418)
- Inheritance Tax: debts owed by the deceased (IHT419)
- Inheritance Tax: National Heritage assets, conditional exemption and maintenance funds (IHT420)
- Inheritance Tax: probate summary (IHT421)
- Direct Payment Schemes for Inheritance Tax (IHT423)
- Inheritance Tax: reduced rate of Inheritance Tax (IHT430)
- Claim the residence nil rate band (RNRB) (IHT435)
- Claim transferable residence nil rate band (IHT436)
- Inheritance Tax: election for Inheritance Tax to apply to asset previously owned (IHT500)
- Inheritance Tax: instrument of variation checklist (IOV2)
Forms to pay Inheritance Tax
Inheritance Tax: application for an Inheritance Tax reference (IHT422 online)
- Apply for an Inheritance Tax reference (IHT422)
- Inheritance Tax: application for a clearance certificate (IHT30)
Forms when Inheritance Tax is due on a trust
- Inheritance Tax account (IHT100)
- Inheritance Tax: gifts and other transfers of value (IHT100a)
- Inheritance Tax: termination of an interest in possession (IHT100b)
- Inheritance Tax: assets ceasing to be held on discretionary trusts - proportionate charge (IHT100c)
- Inheritance Tax: non interest in possession settlements - principal charge (10 year anniversary) (IHT100d)
- Inheritance Tax: charges on special trusts (IHT100e)
- Inheritance Tax: cessation of conditional exemption - disposal of timber or underwood (IHT100f)
- Inheritance Tax: alternatively secured pension chargeable event (IHT100g)
- Inheritance Tax: alternatively secured or unsecured pension fund - return of information (IHT105)
- Apply for an Inheritance Tax reference after a chargeable event (IHT122)
- Inheritance Tax: domicile outside the United Kingdom (D31)
- Inheritance Tax: stocks and shares (D32)
- Inheritance Tax: debts due to the settlement or trust (D33)
- Inheritance Tax: life insurance and annuities (D34)
- Inheritance Tax: household and personal goods (D35)
- Inheritance Tax: land, buildings and interests in land (D36)
- Inheritance Tax: Agricultural Relief (D37)
- Inheritance Tax: business relief, business or partnership interests (D38)
- Inheritance Tax: foreign assets (D39)
- Inheritance Tax: claim for Inheritance Tax business relief on employee benefit trusts (IHT70)
Forms to correct an Inheritance Tax account
- Inheritance Tax: corrective account (C4)
- Inheritance Tax: corrective inventory and account (Scotland)