EFIS 69, September 2024 : Inheritance Tax / Inland Revenue

You must login to download the contents of this EFIS.

HM Revenue & Customs have updated the listed forms which are now available for immediate use. In addition, the HMRC have confirmed that the IHTD40 and IHTD41 are no longer required, these forms have therefore been withdrawn from the library to avoid accidental use.

The remaining forms in the update will follow in due course once approval has been obtained from HM Revenue & Customs.

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

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

Forms affected

IHTD40	Continuation sheet for additional information	Withdrawn
IHTD41	Checklist	Withdrawn
IR185TI	Statement of income from trust	New/Amended
IHTD31	Domicile outside the United Kingdom	New/Amended
IHTD32	Stocks and shares	New/Amended
IHTD33	Debts due to the transferor or trustees	New/Amended
IHTD34	Life insurance and annuities	New/Amended
IHTD35	Household and personal goods	New/Amended
IHTD38	Business relief, business or partnership interests	New/Amended
IHTD36	Land, buildings and interests in land	New/Amended
IHTD37	Agricultural Relief	New/Amended
IHTD39	Foreign Assets	New/Amended
IR185(S)	Statement of trust income chargeable on settlor	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.