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Posted Fri, 08 Mar 2024 13:21:02 GMT by TPA -33
I am trying to do IHT forms for an elderly relative. At the top of IHT403 ( https://assets.publishing.service.gov.uk/media/5f60b44cd3bf7f7234487bf0/IHT403-05-20.pdf ) it states "Fill in this form to tell us about any gifts the deceased made on or after 18 March 1986." 1986 - is that a TYPO ? No idea how I find records going back much more than 4 years let alone 40 years. Is it a case of ' if they did, you would know about it... else assume 'NONE' ? Can someone clarify ? Tnx.
Posted Fri, 08 Mar 2024 15:21:11 GMT by HMRC Admin 19 Response
Hi,

Please contact our Inheritance Tax team for advice.

Inheritance Tax: general enquiries

Thank you.

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