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Use the IHT404 with form IHT400 to give details of all UK assets the deceased owned jointly with another person.
Use form CA5603 to find out when you should make voluntary Class 3 National Insurance contribution payments, how to apply to make a payment and how to pay.
What personal possessions (chattels) you need to pay Capital Gains Tax (CGT) on, how to work out your gain
Use form IOV2 to work out whether a 'variation' to the will will meet all the necessary legal requirements.
Correct the amount of Inheritance Tax, Capital Transfer Tax or Estate Duty paid on your Inheritance Tax account using form C4.
Capital Gains Tax if you're a non-resident selling a UK home: when you get a tax relief called Private Residence Relief, how to tell HMRC you've sold the property, how to work out your gain
Paying tax if you come back to the UK after living abroad - tax status, temporary residence, tax if you return to the UK within 5 years, tax returns, National Insurance
Use supplementary pages SA110 to record the results of your tax calculation on your SA100 Tax Return.
Work out how much to give to charity in a will to qualify for the reduced rate of Inheritance Tax.
Use form R185 (trust income) to tell beneficiaries about amounts paid or entitlements to income from a trust.
Where you can work, your rights, healthcare, tax and National Insurance payments.
Tax advantages on employee share schemes including Share Incentive Plans, Save As You Earn, Company Share Option Plans and Enterprise Management Incentives
Use form IHT38 to claim relief on Inheritance Tax if you sell land or buildings from the deceased’s estate at a loss.
Working out and paying Capital Gains Tax (CGT) if you're a sole trader or in a business partnership, claiming tax relief.
How and when you'll pay Stamp Duty Reserve Tax (SDRT) or Stamp Duty when you buy shares electronically or using a stock transfer form
Use form R185 (Estate Income) to advise beneficiaries about income from the estate of someone who has died.
Request an Inheritance Tax reference number to go with form IHT100 if you owe Inheritance Tax on a trust or lifetime transfer.
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.
Use this form to tell us about the assets in the trust on the 10 year anniversary.
Use this form to tell us that Inheritance Tax is due on an exit from a trust.
Do not include personal or financial information like your National Insurance number or credit card details.
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