Cyfrif Treth Etifeddiant (IHT400)
Gwneud cais am brofiant neu gadarnhad, os oes Treth Etifeddiant i’w thalu, neu os nad yw ystâd yr ymadawedig yn gymwys fel ‘ystâd wedi’i heithrio’.
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Mae’n rhaid i chi gwblhau’r ffurflen IHT400 fel rhan o’r broses profiant neu’r broses gadarnhau, os oes Treth Etifeddiant i’w thalu neu os nad yw ystâd yr ymadawedig yn gymwys fel ‘ystâd wedi’i heithrio’. Gallwch ddefnyddio’r nodiadau a ffurflenni IHT401 i IHT436 i’ch helpu chi.
Cyn i chi ddechrau
Gwnewch yn siŵr bod eich porwr wedi’i ddiweddaru (yn agor tudalen Saesneg).
Bydd angen i chi lenwi’r ffurflen yn ei chyfanrwydd cyn i chi allu ei hargraffu. Ni allwch gadw ffurflen sydd wedi’i llenwi’n rhannol, felly rydym yn awgrymu eich bod yn casglu’ch holl wybodaeth at ei gilydd cyn i chi ddechrau ei llenwi.
Mae’r ffurflen Cyfrif Treth Etifeddiant (IHT400) yn rhyngweithiol (sef un yr ydych yn ei llenwi ar y sgrin) ac mae’n rhaid i chi ddefnyddio Adobe Reader (yn agor tudalen Saesneg) i’w llenwi.
Cysylltwch â’r ddesg gymorth gwasanaethau ar-lein os cewch broblemau wrth agor neu gadw’r ffurflen.
Ffurflenni atodol
Treth Etifeddiant: domisil y tu allan i’r Deyrnas Unedig (IHT401) (yn agor tudalen Saesneg)
Treth Etifeddiant: hawlio trosglwyddiad o haen cyfradd sero sydd heb ei defnyddio (IHT402)
Treth Etifeddiant: rhoddion a throsglwyddiadau eraill o werth (IHT403)
Treth Etifeddiant: asedion mewn perchnogaeth ar y cyd (IHT404)
Rhoi gwybod i CThEF am dai, tir, adeiladau a buddiant mewn tir at ddiben Treth Etifeddiant
Treth Etifeddiant: cyfrifon banc a chymdeithas adeiladu (IHT406)
Treth Etifeddiant: nwyddau’r tŷ a nwyddau personol (IHT407)
Treth Etifeddiant: nwyddau’r tŷ a nwyddau personol a roddwyd i elusen (IHT408)
Treth Etifeddiant: pensiynau (IHT409)
Treth Etifeddiant: aswiriant bywyd a blwydd-daliadau (IHT410)
Treth Etifeddiant: stociau a chyfranddaliadau wedi’u rhestru (IHT411)
Treth Etifeddiant: stociau a chyfranddaliadau anrhestredig a daliannau sy’n rhoi rheolaeth (IHT412)
Treth Etifeddiant: buddiannau ac asedion busnes a phartneriaeth (IHT413) (yn agor tudalen Saesneg)
Treth Etifeddiant: Rhyddhad Amaethyddol (IHT414) (yn agor tudalen Saesneg)
Treth Etifeddiant: buddiant mewn ystâd arall (IHT415) (yn agor tudalen Saesneg)
Treth Etifeddiant: dyledion sy’n ddyledus i’r ystâd (IHT416) (yn agor tudalen Saesneg)
Treth Etifeddiant: asedion tramor (IHT417)
Treth Etifeddiant: asedion a ddelir mewn ymddiriedolaeth (IHT418) (yn agor tudalen Saesneg)
Treth Etifeddiant: dyledion sy’n ddyledus gan yr ymadawedig (IHT419)
Treth Etifeddiant: asedion, eithriad amodol a chronfeydd cynnal a chadw Treftadaeth Genedlaethol (IHT420) (yn agor tudalen Saesneg)
Treth Etifeddiant crynodeb profiant ar gyfer Gogledd Iwerddon (IHT421) (yn agor tudalen Saesneg)
Gwneud cais am gyfeirnod Treth Etifeddiant (IHT422)
Cynlluniau Taliadau Uniongyrchol ar gyfer Treth Etifeddiant (IHT423)
Treth Etifeddiant: Treth Etifeddiant ar y gyfradd is (IHT430)
Hawlio haen gyfradd sero preswyl (RNRB) (IHT435)
Hawlio haen gyfradd sero preswyl trosglwyddadwy (IHT436)
Updates to this page
Diweddarwyd ddiwethaf ar 15 October 2024 + show all updates
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Updated versions of 'Complete your Inheritance Tax account (IHT400)', 'Guide to completing your Inheritance Tax account (IHT400 notes 2022)' and 'Guide to completing your Inheritance Tax account (IHT400 notes 2021)' have been added.
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Updated versions of 'Guide to completing your Inheritance Tax account (IHT400 notes 2022)' and 'Guide to completing your Inheritance Tax account (IHT400 notes 2021)' have been added.
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Updated versions of 'Guide to completing your Inheritance Tax account (IHT400 notes 2022)' and 'Guide to completing your Inheritance Tax account (IHT400 notes 2021)' have been added.
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Updated versions of 'Guide to completing your Inheritance Tax account (IHT400 notes 2022)' and 'Guide to completing your Inheritance Tax account (IHT400 notes 2021)' have been added.
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An updated version of the English 'Complete your Inheritance Tax account (IHT400)' form has been added.
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The guides to completing your Inheritance Tax account (IHT400 notes) for 2021 and 2022 have been replaced to update a contact telephone number.
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The IHT400 Notes have been updated to reflect budget changes and a change within the probate process, including a new grant on credit section.
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A new version of the IHT400 form has been added. The IHT400 notes 2021 and IHT400 notes 2022 have been updated to reflect the change to the probate application process. If you're applying for probate in England and Wales you will now need to enter a unique reference code provided by HMRC.
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The IHT400 form has been updated to give the customer guidance on using the tax checker before proceeding.
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The 'Complete your Inheritance Tax account (IHT400)' form has been updated to give you guidance on using the tax checker before you start to fill in the form.
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Box 2 on the IHT400 calculation form has been updated.
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The form has been updated to make it clear you should not submit original documents with your application and must enclose an IHT421 or C1 if you're applying for probate or confirmation.
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The IHT400 2022 notes have been updated with references to lump sums changed to death benefits to reflect legislative changes.
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The IHT400 Notes have been updated to reflect changes to the reporting regulations for non-taxpaying estates and excepted estates qualifying criteria, for deaths on or after 1 January 2022.
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Information about amendments to repayments and payment methods has been updated in the 'Guide to completing your Inheritance Tax account (IHT400 notes)' file.
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A new version of IHT400 notes and a Welsh version has been added.
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Information about how to download the latest version of Adobe Reader added to the page.
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Link to (IHT421) Inheritance Tax: probate summary has been added under other pages.
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Both the English and Welsh versions of the IHT400 form have been updated due to changes in legislation affecting domicile.
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The IHT400 form has been updated to include customer’s bank details to repay any overpaid Inheritance Tax.
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Information about executors or administrators acting without the help of a professional agent has been added.
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Updated to include COVID-19 contingency
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Guidance on National Savings and Investments has been updated in the IHT400 form and the IHT400 notes.
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The English and Welsh versions of the IHT400 calculation, IHT400 rates and tables and IHT400 Helpsheet have been updated and added.
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A new version of English IHT400 form has been added.
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An updated version of the Inheritance Tax account (IHT400) form has been added.
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New versions of the IHT400 form, IHT400 Notes for 2018 to 2019 have been added to the page.
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Updates on page 3 at section about Contact details of the person dealing with the estate. Updates on page 12 at section about Working out the Inheritance Tax. Change to postcode for return address on page 16.
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New versions of the IHT400 form, IHT400 Notes and IHT400 calculation have been amended to include the additional Inheritance Tax threshold (sometimes known as the Residence nil rate band or RNRB).
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The Cyfrif y Dreth Etifeddiant and Canllaw ar gyfer cwblhau eich cyfrif Treth Etifeddiant have been updated.
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IHT400 updated attachments replaced on the page.
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Added translation