Iht402 2026

1. Click ‘Get Form’ to open the iht402 in the editor.
2. 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.
3. 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.
4. Provide information regarding whether the spouse left a Will and if a grant of representation was obtained. Attach copies of relevant documents as required.
5. 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.
6. Complete sections detailing legacies, jointly owned assets, and any trusts related to the estate. Make sure to sum these values accurately.
7. Review all entries for completeness and correctness before submitting your form through our platform.

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