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Use form ISA14 to make an annual return and claim tax relief on tax paid on Individual Savings Account (ISA) investments.
Use form C5 (OUK) with form C1 confirmation if the deceased’s estate is an ‘excepted estate’ and the person died on or after 1 September 2006.
You can ask to have your joint annuity paid without tax taken off by using form R86.
Use the IHT 420 to claim heritage conditional exemption for any assets in the estate past or present or in a maintenance fund.
Use form R91 if you're an insurer and a policyholder asks for their insurance benefits to be paid to them without tax being deducted.
Use this form to tell us that Inheritance Tax is due on assets that have stopped being held in special trusts.
Use this form to make a combined statistical return of both market value and subscription information to HMRC.
Use this form to tell HMRC an Alternative Investment Fund Managers (AIFM) partnership using the AIFM mechanism has a deferral or vesting event during the year.
Use supplementary pages SA102MS to record employment income on your SA100 Tax Return if you're a member of the Senedd Cymru — Welsh Parliament.
Use this form to tell us about an event affecting property with an exemption from Inheritance Tax or Estate Duty.
Use this form to tell HMRC about a transferor or settlor who is a long-term UK resident, but transitional provisions apply. This form is for chargeable events on or after 6 April 2025.
Use form R185 (Pension LSDB) to provide a beneficiary information about a payment funded by a taxable lump sum death benefit.
Use this form to make a special return on restricted profits for an Alternative Investment Fund Managers (AIFM) partnership that uses the AIFM mechanism.
Use form CTF14 to make an annual claim for relief from tax paid on Child Trust Funds you manage.
Use form RBE1 if you're a trustee of a settlement that was non-UK resident in 2008-09 and want to make a Capital Gains Tax 'rebasing election'.
Use form R185 (Pension scheme admin) to provide a trust information about a taxable lump sum death benefit.
Use supplementary pages SA923 to record pension scheme payments to the estate on the SA900 Trust and Estate Tax Return.
Apply for a share valuation check for an award of shares under an employee shareholder agreement.
If you are an accredited community development finance institution, fill in this certificate for eligible investors to claim tax relief.
Use form EUSD (SWT)1 to apply for a tax certificate from HM Revenue and Customs to prevent withholding tax being deducted from savings.
Don’t include personal or financial information like your National Insurance number or credit card details.
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