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The person who died
About the person who died
Family and will
You and anyone acting with you
What they owned
What did they own?
Household and personal goods
Gifts and debts
Gifts in the 7 years before death
Funeral costs and debts
Who inherits
Who inherits
Allowances
Allowances from a late husband, wife or civil partner
A few more questions
Paying
Paying the tax and sending the forms
Result
Estimate and documents
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 alone
IHT405
Yes
No
Bank or building society accounts in their name alone, or cash
IHT406
Yes
No
Premium Bonds or other National Savings and Investments
IHT406
Yes
No
Shares, unit trusts, investment trusts or stocks and shares ISAs
IHT411
Yes
No
A pension from an employer or a personal pension
IHT409
Yes
No
Life insurance, annuities or similar products they paid premiums on
IHT400 box 37, IHT410
Yes
No
Anything owned jointly with someone else
IHT404
Yes
No
Money someone owed them, such as a loan to a relative
IHT416
Yes
No
Other things: a tax refund due, income due, cryptoassets
IHT400 boxes 74 to 76
Yes
No
A business, a farm, shares in a private company, or AIM shares
IHT412, IHT413, IHT414
Yes
No
Anything outside the UK
IHT417
Yes
No
A right to benefit from a trust
IHT418
Yes
No
An inheritance from someone else not yet received
IHT415
Yes
No
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