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How to use or fill out iht35 form with our platform
- 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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