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IHT Form-Completion How-To

The HMRC inheritance tax forms are full of boxes, schedules and cross-references. These guides walk through each form box-by-box using a named persona and real numbers, so you can see exactly what goes where.

From the main IHT400 account and its supplementary schedules (gifts, property, pensions, transferable bands) to the probate-side forms (IHT421, IHT423, the older IHT205, and the PA1P probate application), each worked example shows the figures, the deadlines and the common mistakes that get accounts rejected.

How to Fill In Form IHT400: A Box-by-Box Worked Example for a £650,000 Estate Filling In IHT403 (Gifts): A Worked Example with the 7-Year Rule and £3,000 Annual Exemption IHT402 Worked Example: Transferring 100% Unused Nil-Rate Band on the Second Death IHT405 Worked Example: Valuing the Family Home and Reporting It to HMRC IHT409 Worked Example: Reporting Pensions and Death Benefits (and the 2027 Rule Change) IHT421 Probate Summary: When You Still Need It (Scotland & NI) vs the New England & Wales Process IHT423 Worked Example: Paying Inheritance Tax from the Deceased's Bank Account Before Probate IHT205 Worked Example: Reporting an Excepted Estate for Deaths On or Before 31 December 2021 PA1P Worked Example: Applying for Probate by Post When There's a Will

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General information only — not legal, tax or financial advice. Figures and allowances are illustrative and can change; always check current HMRC guidance at gov.uk and take advice on your own circumstances before acting.