Feature — IHT Forms

IHT forms that complete themselves from your case data.

You enter the estate details once. The platform populates the full suite of HMRC inheritance tax forms automatically — no manual cross-referencing, no re-keying.

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The forms included

The full HMRC IHT form suite, in one place.

  • IHT205 — excepted estate return
  • IHT400 — main inheritance tax account
  • IHT402 — transferable nil rate band
  • IHT403 — gifts and transfers of value
  • IHT404 — jointly owned assets
  • IHT405 — houses, land and buildings
  • IHT406 — bank and building society accounts
  • IHT407 — household and personal goods
  • IHT409 — pensions
  • IHT410 — life assurance and annuities
  • IHT411 — listed stocks and shares
  • IHT412 — unlisted stocks and shares
  • IHT416 — debts owed to the estate
  • IHT417 — foreign assets
  • IHT421 — probate summary

What this means for you

  • You prepare the full IHT return in a fraction of the usual time
  • You reduce errors from manual data entry across multiple forms
  • You have more confidence in your figures before submission
  • You free up time for the advisory work your clients value most

How it works

As you record estate data — assets, liabilities, property values, account balances, gifts — the platform identifies which forms and schedules are required and populates them automatically.

Add a jointly owned property and IHT404 populates. Record gifts within seven years and IHT403 populates. You do not need to track which schedules apply — the platform does that for you.

What you still control

Auto-population supports your work, it does not replace your judgement. You review all figures before submission, apply reliefs and exemptions, and sign and submit through the appropriate HMRC channel.

The platform flags common issues — assets requiring RICS valuations, gifts within seven years, jointly owned property — but professional review remains your responsibility.

Ready to see IHT forms auto-populate?

Register and open your first case, or book a demo to see the platform on a real estate.

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