Tell HMRC your Inheritance Tax scheme reference number

Use form AAG4(IHT) to tell HMRC of a scheme reference number given to you for an Inheritance Tax avoidance scheme you have used.


Use the online AAG4(IHT) form to tell HMRC your tax avoidance scheme reference number

Use the postal AAG4(IHT) form to tell HMRC your tax avoidance scheme reference number

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Use this form if you expect to have an Inheritance Tax advantage and have received an 8-digit scheme reference number from any of the following:

  • HMRC
  • a scheme promoter
  • a person involved in the supply of the arrangements
  • the client of a scheme promoter

You can tell HMRC the scheme reference number by either completing the online or postal version of the form.

Email HMRC to ask for this form in Welsh (Cymraeg).

Before you start

The postal form is interactive (one that you complete on screen) and you must use Adobe Reader to complete it.

Contact the Online Services Helpdesk if you have problems opening or saving the form.

Updates to this page

Published 2 October 2014
Last updated 25 July 2022 + show all updates
  1. The form has been updated to make it clearer for customers to complete and to show a new address for returning the completed postal form.

  2. An online form service is now available.

  3. First published.

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