Step 4 of 11

What did they own?

Tick what applies. We only ask about these, and each one fills the right HMRC schedule.

A house, flat or land in their name aloneIHT405
Bank or building society accounts in their name alone, or cashIHT406
Premium Bonds or other National Savings and InvestmentsIHT406
Shares, unit trusts, investment trusts or stocks and shares ISAsIHT411
A pension from an employer or a personal pensionIHT409
Life insurance, annuities or similar products they paid premiums onIHT400 box 37, IHT410
Anything owned jointly with someone elseIHT404
Money someone owed them, such as a loan to a relativeIHT416
Other things: a tax refund due, income due, cryptoassetsIHT400 boxes 74 to 76
A business, a farm, shares in a private company, or AIM sharesIHT412, IHT413, IHT414
Anything outside the UKIHT417
A right to benefit from a trustIHT418
An inheritance from someone else not yet receivedIHT415
13 still to answer. You can come back later.