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Click ‘Get Form’ to open the iht435 form in the editor.
Begin by entering the deceased’s surname and first name(s) along with the date of death in the specified fields.
In the 'Estate details' section, answer whether any part of the estate passes to direct descendants. If 'Yes', proceed to provide the total value of the estate before deductions.
Next, indicate if the estate includes residential property. If 'Yes', enter the address and its value at the date of death.
Specify what percentage of the residence passes to direct descendants and list their names and relationships.
Continue through sections regarding transferable residence nil rate band and downsizing allowance, providing necessary details as prompted.
Finally, review all entries for accuracy before saving or submitting your completed form.
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