EFIS 5, January 2009 : Inheritance Tax / Inland Revenue

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Important Notice:

Forms IHT400 - IHT423 require you to be running OyezForms V9.01J or above in order to reproduce them to HMRC�s specification. Click here for program upgrade information.

As some subscribers to this range have not upgraded their OyezForms to version V901J or above, the reference to �HM Revenue & Customs� does not always print out correctly which causes HMRC�s staff difficulty when processing the completed IHT forms.

IHT400-IHT423 forms have been re-supplied on the understanding that customers upgrade their software along with use of these versions to avoid the risk of HMRC rejecting their completed applications.

Customers must use the latest versions of IHT400 - IHT423 on receipt.

Also, we have taken the opportunity to re-issue forms IHTD3, IHTD5 and IR185EI which have all received minor field label amendments. These forms can also be used immediately.

Forms affected

IHT400	Inheritance Tax account	New/Amended
IHT401	Domicile outside the United Kingdom	New/Amended
IHT403	Gifts and other transfers of value	New/Amended
IHT404	Jointly owned assets	New/Amended
IHT409	Pensions	New/Amended
IHT411	Listed stocks and shares	New/Amended
IHT407	Household and personal goods	New/Amended
IHT415	Interest in another estate	New/Amended
IHT416	Debts due to the estate	New/Amended
IHT419	Debts owed by the deceased	New/Amended
IHT410	Life assurance and annuities	New/Amended
IHT405	Houses, land, buildings and interests in land	New/Amended
IHT414	Agricultural relief	New/Amended
IHT413	Business and partnership interests and assets	New/Amended
IHT417	Foreign assets	New/Amended
IHT420	National Heritage assets, conditional exemption and offers in lieu of tax	New/Amended
IHT422	Application for an Inheritance Tax reference	New/Amended
IHT421	Probate summary	New/Amended
IHT423	Direct payment scheme, bank or building society account	New/Amended
IHT408	Household and personal goods donated to charity	New/Amended
IHT402	Claim to transfer unused nil rate band	New/Amended
IHT406	Bank and building society accounts and National Savings and Investments	New/Amended
IHT418	Assets held in trust	New/Amended
IHT400C	Inheritance Tax account - Calculation	New/Amended
IHT412	Unlisted stocks and shares, and control holdings	New/Amended
IR185EI	Statement of income from estates	New/Amended
IHTD3	Gifts and other transfers of value	New/Amended
IHTD5	Assets held in trust (settled property)	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.