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Iht402 2026
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- Click ‘Get Form’ to open the iht402 in the editor.
- Begin by entering the name of the deceased and their date of death in the designated fields. Ensure accuracy as this information is crucial for processing.
- Fill in the details of the spouse or civil partner who died first, including their last known address and date of marriage or civil partnership.
- Provide information regarding whether the spouse left a Will and if a grant of representation was obtained. Attach copies of relevant documents as required.
- Calculate and enter the nil rate band available against the estate, ensuring you include any chargeable gifts made within seven years prior to their death.
- Complete sections detailing legacies, jointly owned assets, and any trusts related to the estate. Make sure to sum these values accurately.
- Review all entries for completeness and correctness before submitting your form through our platform.
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