Iht35 form 2026

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The document is a claim form for relief on the loss incurred from the sale of shares or securities that were part of a deceased's estate. It outlines eligibility criteria, including the requirement that sales must occur within 12 months of the date of death and claims submitted within four years. The form provides instructions for appropriate persons to fill it out, details on qualifying investments, and necessary declarations.

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Click ‘Get Form’ to open the iht35 form in the editor.
Begin by entering the deceased’s surname and first name(s) along with the date of death in the specified format (DD MM YYYY). This information is crucial for identifying the estate.
In Section 1, list all qualifying investments sold within 12 months of the date of death. Include details such as full descriptions, sale prices, and dates. Ensure you only include shares listed on recognized stock exchanges.
If there were any purchases of qualifying investments made by you in the same capacity after the date of death, answer 'Yes' in Section 2 and provide details. If not, proceed to question 3.
Complete Sections regarding any capital payments received or changes in holdings. Be thorough to ensure accuracy.
Finally, review your entries for completeness and accuracy before signing off as the appropriate person(s) at the end of the form.

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