EFIS 18, February 2016 : Inheritance Tax / Inland Revenue

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Subscribers to this range are requested to use the latest versions of these Inheritance Tax forms after Her Majesty's Revenue and Customs (HMRC) changed the Helpline telephone number on these forms.

These amended IHT400 forms must be used from Friday 5th February when HMRC will publish them on their website.

HMRC have also updated form 64_8. This form is used to authorise HMRC to communicate with an accountant, tax agent or adviser acting on your behalf.

Please also find available IHT100d and IHT100(ALL) which have received slight amendments. IHT100d has received a slight textual amendment and IHT100(ALL) received a macro amend.

Forms 64_8, IHT100d and IHT100(ALL) can be used immediately.

For details of field amendments please go to: www.oyezforms.co.uk/fieldchanges

Forms affected

IHT100d	Non Interest in possession Settlements Principal charge (ten-year anniversary)	New/Amended
IHT100(ALL)	Inheritance Tax Account, plus Event Forms, Supplementary Pages and Worksheet	New/Amended
64_8	Authorising your agent	New/Amended
IHT400	Inheritance Tax account	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
IHT410	Life assurance and annuities	New/Amended
IHT405	Houses, land, buildings and interests in land	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
IHT400(all)	Inheritance Tax account - Extended Form	New/Amended
IHT400C	Inheritance Tax account - Calculation	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.