Get Iht406 Form

Schedules are additional forms used to set out different categories of information: for example, IHT406 is used to provide details of the bank and building society accounts of the person who has died. The IHT400 will indicate which additional schedules you will need to include.

Use the IHT404 with form IHT400 to give details of all UK assets the deceased owned jointly with another person.

If Inheritance Tax is due or full details are needed. You must report the value of the estate to HM Revenue and Customs ( HMRC ) by completing form IHT400. You must submit the form within 12 months of the person dying. You may have to pay a penalty if you miss the deadline.

Schedules are additional forms used to set out different categories of information: for example, IHT406 is used to provide details of the bank and building society accounts of the person who has died. The IHT400 will indicate which additional schedules you will need to include.

You can apply for a reference number online at .gov.uk/paying-inheritance-tax or by filling in Schedule IHT422, 'Application for an Inheritance Tax reference' and sending it to the address shown on that form. You'll need to apply for a reference number at least 3 weeks before you plan to send us this form.

Fill out and send form IHT400 and form IHT421 to HMRC and wait 20 working days before applying for probate. You normally have to pay at least some of the tax before you'll get probate.

You can apply for a reference number online at .gov.uk/paying-inheritance-tax or by filling in Schedule IHT422, 'Application for an Inheritance Tax reference' and sending it to the address shown on that form. You'll need to apply for a reference number at least 3 weeks before you plan to send us this form.

You must complete the form IHT400, as part of the probate or confirmation process if there's Inheritance Tax to pay, or the deceased's estate does not qualify as an 'excepted estate'.