IHT205(2011) Return of estate information-2025

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The document outlines the process for completing the 'Return of estate information' form for individuals who died between April 6, 2011, and December 31, 2021. It specifies eligibility criteria for using the form based on the gross value of the estate and provides guidance on reporting gifts, assets, debts, and exemptions related to Inheritance Tax. The document emphasizes the importance of accuracy in reporting and includes contact information for further assistance.

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Click ‘Get Form’ to open the IHT205(2011) in the editor.
Begin by filling in the 'About the person who has died' section. Enter the deceased's title, surname, first name, and date of death. Ensure accuracy as this information is crucial for identification.
Proceed to 'About the estate'. Answer questions regarding gifts made in the last seven years and any trusts involved. If applicable, include values in the designated boxes.
In 'Deceased’s assets at the date of death', provide detailed values for all assets owned by the deceased. This includes cash, property, and any other relevant items. Use our platform's features to easily input and calculate totals.
Complete the exemptions section by entering any qualifying exemptions related to surviving spouses or charities. This will help determine if further forms are needed.
Finally, review your entries for accuracy before signing and dating the declaration at the end of the form.

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What is the difference between IHT400 and IHT205?

Youll need to submit either IHT205 or IHT400, depending on the estates value and complexity. IHT205 is for simpler, non-taxable estates. IHT400 is for larger estates, or where inheritance tax might be owed. You cannot apply for probate without submitting the correct form to HMRC.

What is the loophole of the inheritance tax?

Another common tax loophole is to downsize your property. As inheritance tax only comes into effect at the time of someones death, taking into account assets that have been given away in the seven years prior to death, it can be a good idea to downsize to a smaller property.

What is the net qualifying estate value for IHT?

Understanding the Net Qualifying Value The net value for IHT purposes involves the total assets minus liabilities, highlighting that joint assets must be reported for IHT purposes despite not requiring probate. Similarly, the gross value for IHT purposes encompasses all assets without deducting liabilities.

Do you still need to complete IHT205?

After 31 December 2022, you will no longer be able to use IHT205 online. You need to complete your online estate report before this date. You need to complete your probate application by 31 March 2023 if you have used online service.

Do I have to report an excepted estate?

You can report the value of an excepted estate if you apply for probate. Check if you need probate and apply for it if you do. You do not need to report the value of an excepted estate if you do not need probate. There is a different way to report an excepted estate if the person died on or before 31 December 2021.

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What qualifies as an excepted estate?

Generally, an excepted estate refers to one where the Personal Representative (Executor or Administrator) dealing with the estate administration process does not need to submit a full IHT account to HMRC.

Is IHT217 no longer required?

What is changing? From 12 January 2022, where a deceased died on or after 1 January 2022, the personal representatives are no longer required to submit either an IHT205 or IHT217 as part of the Probate process.

Do I need to complete IHT400?

You must report the full details of the estate and its value to HM Revenue and Customs ( HMRC ) by completing form IHT400. Full details means the estates assets and debts, any gifts made, and any reliefs and exemptions. These will provide you with the total value of the estate.