Iht402 2011 form-2025

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The document is a form (IHT402) used to claim the transfer of an unused nil rate band for Inheritance Tax when a deceased person's spouse or civil partner died before them. It outlines the eligibility criteria, necessary information and documents required, deadlines for submission, and instructions on how to fill out the form. The nil rate band can increase the tax-free threshold for the deceased's estate based on the unused portion from their spouse or civil partner's estate.

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Click ‘Get Form’ to open the iht402 2011 form in the editor.
Begin by entering the name of the deceased and their date of death in the designated fields. Ensure accuracy as this information is crucial for processing.
Fill in the details of the spouse or civil partner who died first, including their full name, last known address, and date of marriage or civil partnership.
Provide information regarding whether the spouse left a Will and if a grant of representation was obtained. Attach copies of relevant documents using our platform's upload feature.
Complete sections regarding the net value of the spouse’s estate and any applicable nil rate band. Use our editor to calculate totals easily.
Review all entries for accuracy before submitting. Utilize our platform’s tools to ensure your document is polished and ready for submission.

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Versions	Form popularity	Fillable & printable
2015	4.8 Satisfied (104 Votes)
2014	4.4 Satisfied (381 Votes)
2011	4.3 Satisfied (39 Votes)

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Who needs to fill out an IHT400 form?

You must complete the form IHT400, as part of the probate or confirmation process if theres Inheritance Tax to pay, or the deceaseds estate does not qualify as an excepted estate.

Do I need to complete an IHT402 form?

Your claim to transfer unused Inheritance Tax nil rate band Since the transfer does not happen automatically, you must fill in this form and make a claim to transfer it. The claim must be made when the second spouse or civil partner dies.

Can I claim my late husbands Inheritance Tax allowance?

Since October 2007, you can transfer any of the unused Inheritance Tax threshold from a late spouse or registered civil partner to the second spouse or civil partner when they die.

What assets are included on an IHT400 form?

The IHT400 form is completed by the executor or administrator of the deceased persons estate. It requires detailed information about the assets and liabilities of the deceased, including property, investments, bank accounts, and personal belongings.