Estates, trusts and inheritance forms, United Kingdom
Returns for estates and trusts, inheritance and gift tax.
Forms on our list
Forms without a link have no guide yet. The official copy is on the agency website.
- SA107Self Assessment: Trusts etc. Supplementary Pages
- SA900Trust and Estate Tax Return
- SA901Trust and Estate Trade Pages
- SA901LTrust and Estate Lloyd's Underwriters Pages
- SA902Trust and Estate Partnership Pages
- SA903Trust and Estate UK Property Pages
- SA904Trust and Estate Foreign Pages
- SA905Trust and Estate Capital Gains Pages
- SA906Trust and Estate Non-Residence Pages
- SA907Trust and Estate Charities Supplementary Pages
- IHT400Inheritance Tax Account (Main Return)
- IHT401IHT Schedule: Domicile Outside the United Kingdom
- IHT402IHT Schedule: Claim to Transfer Unused Nil Rate Band
- IHT403IHT Schedule: Gifts and Other Transfers of Value
- IHT404IHT Schedule: Jointly Owned Assets
- IHT405IHT Schedule: Houses, Land, Buildings and Interests in Land
- IHT406IHT Schedule: Bank and Building Society Accounts
- IHT407IHT Schedule: Household and Personal Goods
- IHT408IHT Schedule: Household and Personal Goods Donated to Charity
- IHT409IHT Schedule: Pensions
- IHT410IHT Schedule: Life Assurance and Annuities
- IHT411IHT Schedule: Listed Stocks and Shares
- IHT412IHT Schedule: Unlisted Stocks and Shares and Control Holdings
- IHT413IHT Schedule: Business or Partnership Interests and Assets
- IHT414IHT Schedule: Agricultural Relief
- IHT415IHT Schedule: Interest in Another Estate
- IHT416IHT Schedule: Debts Due to the Estate
- IHT417IHT Schedule: Foreign Assets
- IHT418IHT Schedule: Assets Held in Trust
- IHT419IHT Schedule: Debts Owed by the Deceased
- IHT420IHT Schedule: National Heritage Assets
- IHT421Probate Summary (England, Wales and Northern Ireland)
- IHT422Application for an Inheritance Tax Reference
- IHT423Direct Payment Scheme – Bank or Building Society Account Transfer
- IHT430Reduced Rate of Inheritance Tax for Charitable Giving
- IHT435Claim for Residence Nil Rate Band (RNRB)
- IHT436Claim to Transfer Any Unused Residence Nil Rate Band (TRNRB)
- IHT205Return of Estate Information (Excepted Estates)
- IHT100Inheritance Tax Account for Chargeable Events on Trusts and Gifts
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