IHTM05031 - What sort of account is required?: types of account (England, Wales and Northern Ireland)


In England, Wales and Northern Ireland the circumstances in which the various forms of account are required in death cases are as follows


Types of accountInheritance Tax forms of account
 For deaths/transfers on or after 18 March 1986For events before 18 March 1986
 FormForm
Account to lead to grant ( IHTM05001) where deceased died domiciled ( IHTM13001) in the UKIHT400 ( IHTM10021)Cap 200
Similar purpose but deceased died domiciled out of the UKIHT400Cap 201
Similar purpose but deceased died domiciled in the UK, the estate does not exceed the inheritance tax threshold at the time of death and certain other conditions are metReduced accountIHT400 ( IHTM10471)Cap 202
Instructions for completion ofIHT400IHT400NotesCap 213 in relation to Cap 200 and Cap 201)
Account for transfers of value, including
  • potentially exempt transfers ( IHTM14024) chargeable on the death of the transferor within seven years
  • gifts of property with reservation ( IHTM14025)
  • terminations ( IHTM04084) of interests in possession in settled property ( IHTM16000); and
  • other chargeable ( IHTM14531) lifetime transfers
IHT 100 ( IHTM10501)Cap C-5
Instructions for completion of IHT 100IHT 110 

In the event of any changes or re-issues, old forms may be used while stocks last.