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EFIS 60, October 2023 : Inheritance Tax / Inland Revenue

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HM Revenue & Customs have updated box 21 on the IHT409 as it now asks you to 'provide details of the transfer or the changes made to the benefits on page 16 of IHT400'. These forms are now available for immediate use.

Forms affected

IHT409 Pensions New/Amended
IHT400(all) Inheritance Tax account - Extended Form 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.