Personal tax – form

Inheritance Tax: life assurance and annuities (IHT410)

Use the IHT410 with form IHT400 to give details about any life insurance policies, annuities or investment bonds that the deceased made regular monthly or lump sum payments on.

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Use the IHT410 with form IHT400 to give details about any life insurance policies, annuities or investment bonds that the deceased made regular monthly or lump sum payments on. It doesn’t matter whether the policies were on the deceased’s life or someone else’s life or whether the policies were for the benefit of the deceased.

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