Iht217 form 2026

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This document provides instructions for claiming a transfer of unused nil rate band for excepted estates when a spouse or civil partner has died. It outlines eligibility criteria, necessary information and documents required, deadlines for submission, and guidance on when not to use this form. The document also includes examples and notes regarding the nil rate band and exemptions related to Inheritance Tax.

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Click ‘Get Form’ to open the iht217 form in the editor.
Begin by entering the name and date of death of the deceased spouse or civil partner who died first. Ensure accuracy as this information is crucial for your claim.
Fill in the details regarding whether a grant of representation was taken out, including the date and place if applicable.
Complete the section on the spouse’s or civil partner’s estate, indicating if they were domiciled in the UK at their time of death and answering questions about jointly owned assets and any exemptions from Inheritance Tax.
In the transfer section, input the nil rate band available for transfer from the deceased's estate. You will need information from form IHT205 to complete this accurately.
Finally, ensure all representatives sign and date the declaration section to validate your claim before submitting it along with form IHT205.

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