Inheritance Tax

Inheritance tax forms: which ones you need

This page sorts the HMRC forms into the ones you need and the ones you can ignore.

6 min read

Form IHT402: claiming a transfer of unused nil rate band

This page covers what form IHT402 does, who completes it, what it asks for, and how £650,000 affects excepted estates.

5 min read

Form IHT406: telling HMRC about bank and building society accounts

This page covers what form IHT406 is, who completes it, what it asks for, and how it fits with form IHT400.

4 min read

Form IHT419: debts owed by the deceased

This page covers what form IHT419 is, who fills it in, and what it asks for.

5 min read

Form IHT423: paying Inheritance Tax from the deceased's bank account

This page covers what form IHT423 does, who needs it, the four steps in the scheme, and how it fits with the other inheritance tax forms.

4 min read

Form IHT436: claiming a transferable residence nil rate band

This page covers what form IHT436 claims, who qualifies, and when to send it.

4 min read

Form IHT205: what it was, and what replaced it

This page covers what form IHT205 is, when it still applies, and what you do instead for a later death.

3 min read

Form IHT400: the Inheritance Tax account, and how to fill it in

This page covers when form IHT400 is needed, what it asks for, its schedules and the deadlines.

4 min read

Form IHT405: telling HMRC about houses, land and buildings

This page covers what form IHT405 is, who completes it, what it asks for, and how it sits with the other inheritance tax forms.

4 min read

Form IHT407: telling HMRC about household and personal goods

This page covers what form IHT407 is for, who fills it in, what it asks about, and where goods left to charity go.

4 min read

Form IHT435: claiming the residence nil rate band

This page covers form IHT435: who needs it, the GOV.UK conditions, downsizing and the £2 million taper.

4 min read

View all guides

Inheritance Tax

Inheritance tax forms: which ones you need

Form IHT402: claiming a transfer of unused nil rate band

Form IHT406: telling HMRC about bank and building society accounts

Form IHT419: debts owed by the deceased

Form IHT423: paying Inheritance Tax from the deceased's bank account

Form IHT436: claiming a transferable residence nil rate band

Form IHT205: what it was, and what replaced it

Form IHT400: the Inheritance Tax account, and how to fill it in

Form IHT405: telling HMRC about houses, land and buildings

Form IHT407: telling HMRC about household and personal goods

Form IHT435: claiming the residence nil rate band

Need help notifying and closing accounts?

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Inheritance Tax

Guides in this category

Inheritance tax forms: which ones you need

Form IHT402: claiming a transfer of unused nil rate band

Form IHT406: telling HMRC about bank and building society accounts

Form IHT419: debts owed by the deceased

Form IHT423: paying Inheritance Tax from the deceased's bank account

Form IHT436: claiming a transferable residence nil rate band

Form IHT205: what it was, and what replaced it

Form IHT400: the Inheritance Tax account, and how to fill it in

Form IHT405: telling HMRC about houses, land and buildings

Form IHT407: telling HMRC about household and personal goods

Form IHT435: claiming the residence nil rate band

Need help notifying and closing accounts?

Simple. Secure. Supportive.