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Inheritance Tax Form Completion
What is the total estate value? *
1 What is the Marital Status of the Deceased?
2 What is the Marital Status of the Deceased?
3 What is the Marital Status of the Deceased?
4 What is the Marital Status of the Deceased?
5 What is the Marital Status of the Deceased?
1 Were gifts given of more than £150,000 given in the last 7 years? *
2 Were gifts given of more than £150,000 given in the last 7 years? *
3 Were gifts given of more than £150,000 given in the last 7 years? *
4 Were gifts given of more than £150,000 given in the last 7 years? *
5 Were gifts given of more than £150,000 given in the last 7 years? *
1 Did the deceased take out any pensions other than a state pension?
1 Did the deceased change or dispose of their pension in the 2 years before they died?
1 Did the deceased take out any pensions for the benefit of someone else?
2 Did the deceased take out any pensions other than a state pension?
3 Did the deceased take out any pensions other than a state pension?
4 Did the deceased take out any pensions other than a state pension?
5 Did the deceased take out any pensions other than a state pension?
1 Did the deceased own any property or asset abroad worth more than £100,000
2 Did the deceased own any property or asset abroad?
3 Did the deceased own any property or asset abroad?
4 Did the deceased own any property or asset abroad?
5 Did the deceased own any property or asset abroad?
1 Did the deceased have any assets held in trust?
2 Did the deceased have any assets held in trust?
3 Did the deceased have any assets held in trust?
4 Did the deceased have any assets held in trust?
5 Did the deceased have any assets held in trust?
1 Did the deceased give up the right to benefit from any assets held in trust?
1 Did the deceased pay premiums on any life insurance policies?
1 Are/were the policies payable to someone other than the surviving spouse or civil partner?
2 Did the deceased pay premiums on any life insurance policies?
3 Did the deceased pay premiums on any life insurance policies?
4 Did the deceased pay premiums on any life insurance policies?
5 Did the deceased pay premiums on any life insurance policies?
2 Are there investments on the stock market? *
3 Are there investments on the stock market? *
4 Are there investments on the stock market? *
5 Are there investments on the stock market? *
2 Are there investments on the AIM market? *
3 Are there investments on the AIM market? *
4 Are there investments on the AIM market? *
5 Are there investments on the AIM market? *
2 Did the deceased own any of the following? Jewellery, Vehicles, boats, aircraft, Antiques, works of art or collections or Other household and personal goods
3 Did the deceased own any of the following? Jewellery, Vehicles, boats, aircraft, Antiques, works of art or collections or Other household and personal goods
4 Did the deceased own any of the following? Jewellery, Vehicles, boats, aircraft, Antiques, works of art or collections or Other household and personal goods
5 Did the deceased own any of the following? Jewellery, Vehicles, boats, aircraft, Antiques, works of art or collections or Other household and personal goods
2 Did the deceased own any business or have a controlling interest in a business? *
3 Did the deceased own any business or have a controlling interest in a business? *
4 Did the deceased own any business or have a controlling interest in a business? *
5 Did the deceased own any business or have a controlling interest in a business? *
Total

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