IHT claim form

Inheritance Tax

Claim to transfer unused Inheritance Tax nil rate band.

Please complete the details below to enable us to give you further advice.

Documents to be sent to us:

• Death certificate for the spouse or civil partner;
• Marriage certificate or civil partnership certificate for the couple;
• Copy of the grant of representation to the estate of the spouse or civil partner (if obtained);
• A copy of the Will, if the spouse or civil partner has left one.

Details of the deceased.
Name:
Surname:
Gender:	Male Female
Address:
Post Code
Date of death:
National Insurance No:

Your details
Name:
Surname:
Gender:	Male Female
Address:
Post Code:
National Insurance No:
Contact Number:
Email Address:
Your relationship to the deceased:

Other Details
Details of any assets owned by deceased (e.g. property, bank accounts):

Details of any assets owned with someone else - joint assets (bank accounts, property):

Details of any debts:

Details of any monetary gifts made in the last 7 years before the date of death:

Details of any assets transferred by the deceased during his/her lifetime:

Details of any trusts:

Details of any private pensions:

Please re-type the code from the box on the left

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