New customers can now trial our online service for Inheritance Tax reporting.įrom November 2015 if you are already registered to use SA Online, you may be able to use our new Inheritance Tax Online Service instead of filling in form IHT205. The English and Welsh versions of IHT206 notes to help you fill in form IHT205 (2011) have been updated.Īn online service is now available for estates that are unlikely to pay Inheritance Tax.

Updated versions of the 'Notes to help you fill in form IHT205(2011)' have been added.įorms and information for years prior to 6 April 2011 now removed Information about how to download the latest version of Adobe Reader added to the page. The Welsh language PDF version of the form can now be completed onscreen. The reporting regulations for non-taxpaying estates and the excepted estates qualifying criteria for deaths on or after 1 January 2022 have been amended. Save the form – the recommended place is in the documents folder.įor more help contact the online services helpdesks. If you’re using Windows right click on the form link and select ‘save target as’ or ‘save link as’, if you’re using Mac, right click on the form link and select ‘save linked file as’. Review the settings in your browser – make sure Adobe Reader is the default program to open PDF documents. To download or open the form in Adobe Reader: You can download the latest version of Adobe Reader for free.

This form is interactive (one that you complete on screen) and you must use Adobe Reader to complete it. There are separate Inheritance Tax forms and notes for deaths before 6 April 2011. If you cannot use the online service, you may be able to use the IHT205 paper form instead. When you access the online service, you’ll be asked some questions to check if you can complete the IHT205 form online. Use form IHT205 as part of the probate process if the deceased’s estate is an ‘excepted estate’ and the person that dies was a permanent resident of England, Wales or Northern Ireland.Īn ‘excepted estate’ is an estate that does not pay Inheritance Tax and meets other conditions. ‘As the agent acting on their behalf, I confirm that all the people whose names appear on the declaration page of this Inheritance Tax Return have both seen the Inheritance Tax Return and agreed to be bound by the declaration on page 8 of the form IHT205.’

agent includes the following statement:.

account has been seen by all the legal personal representatives and they all agree to be bound by the declaration.

names and personal details of the legal personal representatives are shown on the declaration page.

Until further notice, HMRC will accept IHT205 forms that are not physically signed from professional agents, if the: Changes due to coronavirus (COVID-19) measuresĭue to measures put in place to stop the spread of coronavirus (COVID-19) HMRC has changed the way they deal with Inheritance Tax returns.

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