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Posted Mon, 23 Oct 2023 14:13:42 GMT by
Inheritance tax on a relative's estate has already been calculated and paid. However, there is a charity listed on the Will as a beneficiary and therefore is tax exempt and was not included on the IHT400 form. Where on form C4 (Corrective Account form) should the information be put to claim a tax refund?
Posted Thu, 26 Oct 2023 14:59:31 GMT by HMRC Admin 20 Response
Hi Debbie Weller,

You will need to contact the Inheritance tax line on 0300 123 1072.

Thank you.

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