Iht411 2025

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The document is a form (Schedule IHT411) used to report listed stocks, shares, and UK Government securities owned by a deceased individual for inheritance tax purposes. It provides instructions on what to include, how to value the assets, and where to report dividends and interest due at the date of death. The form excludes certain types of shares and requires specific details about the stocks held.

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Click ‘Get Form’ to open the iht411 in the editor.
Begin by entering the name of the deceased and the date of death in the designated fields. Ensure accuracy as this information is crucial for processing.
In the section for UK Government and municipal securities, list any relevant securities held by the deceased. Include descriptions, amounts, and market prices at the date of death.
Next, move to the section for listed stocks, shares, and investments. Provide details about each holding, including company names, types of shares, amounts held, and their respective market prices.
Make sure to include any dividends or interest due at the date of death in their respective fields. This ensures all financial aspects are accounted for.
Finally, review all entries for accuracy before saving your completed form. Use our platform’s features to easily edit or adjust any information as needed.

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Versions	Form popularity	Fillable & printable
2022	4.3 Satisfied (42 Votes)
2015	4.7 Satisfied (57 Votes)
2014	4 Satisfied (59 Votes)

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Do I need to fill in IHT400?

If Inheritance Tax is due or full details are needed. You must report the value of the estate to HM Revenue and Customs ( HMRC ) by completing form IHT400.

Are shares exempt from IHT?

Shares held in public companies (such as quoted on the FTSE) will normally be subject to IHT. Legacies of shares to charities will generally be exempt from IHT. As long as they are held for at least two years, unquoted shares may be bequeathed to family members and third parties free of IHT where BPR applies in full.

What is IHT404 form?

Use the IHT404 with form IHT400 to give details of all UK assets the deceased owned jointly with another person.

Do I need to complete IHT400 to claim RNRB?

To claim the RNRB, the executor of the estate will need to complete the IHT400 form and the IHT421 form.

Which shares are exempt from Inheritance Tax?

Shares in family businesses which are trading limited companies are exempt from IHT provided they have been held for two years. When you sell your company you suddenly have a lump sum of cash in your estate which will be included when calculating IHT on your estate.

What is IHT404 form?

Use the IHT404 with form IHT400 to give details of all UK assets the deceased owned jointly with another person.

What is a IHT406 form?

Use the IHT406 with form IHT400 to give details of any National Savings and Investments, Premium Bonds, bank or building society accounts that the deceased held in their sole name that were in credit at the date of death.

What is the difference between IHT400 and IHT205?

For most estates there is no tax to pay and you will only need to fill in form IHT205 to give brief details of the estate. If there is tax to pay, or if the affairs of the deceased do not meet certain conditions, you will have to provide a formal account of the estate by filling in form IHT400 and sending it to us.

Iht411 2025

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