Assets publishing service ukgovernmentIHT35Claim for reliefloss on sale of shares - GOV UK 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the deceased’s surname and first names, followed by the date of death in DD MM YYYY format.
3. Fill in the Inheritance Tax reference number and provide your contact details, including name, address, and phone number.
4. In the 'Claim for relief' section, list all qualifying investments sold within 12 months of death. Include details such as full description, price, and sales date.
5. If applicable, indicate any purchases made between the date of death and two months after the latest sale. Complete the corresponding table with purchase details.
6. Review your entries carefully. Ensure all appropriate persons sign the declaration at the end of the form before submission.

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