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EFIS 66, September 2022 : Inheritance Tax / Inland Revenue

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HMRC have updated the IHT409 with the wording 'lump sum' having been changed to 'death benefit' throughout the form, in addition, questions 25 to 42 have been removed.

The IHT122 has also been updated to advise that payslips are no longer issued and cheques should be sent separately from any forms or letters sent to HMRC.

These forms are now available for immediate use.

For details of field amendments please go to:

Forms affected

IHT409 Pensions New/Amended
IHT400(all) Inheritance Tax account - Extended Form New/Amended
IHT122 Application for an Inheritance Tax reference following a chargeable event 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.