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EFIS 23, April 2009 : Inheritance Tax / Inland Revenue

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Following the changes to Her Majesty's Revenue and Customs forms which were originally advertised on EFIS No. 61 in November 2008, the forms listed below have been altered to refer to IHT400 instead of IHT200.

These amended forms can be used immediately in respect of clients whose deaths occurred before 1st September 2006.

Also, form IHT216 has been replaced by form IHT402 and therefore needs to be removed from your system(s).

Finally, we have made a minor macro amendment to form IHT400 which is available for your immediate use.

If you are not using Active Library, you will need to manually delete some forms. For deletion instructions, click here

Forms affected

IHT216 Claim to transfer unused Inheritance Tax nil rate band Withdrawn
IHT205 Return of estate information New/Amended
IHT207 Return of estate information (where deceased domiciled abroad) New/Amended
IHTC5 Return of estate information New/Amended
IHTC5(OUK) Return of estate information where deceased was domiciled abroad New/Amended
IHTC5(SE) Information about Small Estates New/Amended
IHT400 Inheritance Tax account New/Amended

Crown copyright forms are reproduced with the permission of the Controller of the Stationery Office. Law Society forms are reproduced with the permission of the Law Society. Legal Aid Forms are produced with the permission of the LSC.