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Is IHT404 mandatory ?



Answer
JayBirdUK
Posted 2 months ago by JayBirdUK
My mother passed away and the majority of her estate was jointly held with my stepfather (property and bank account) and thus passed to him via survivorship. Do we need to complete/file a IHT404 for the jointly held assets if the value is under the IHT allowance amounts ? .... Thanks
Answer
HMRC Admin 19 Response
Posted 2 months ago by HMRC Admin 19 Response
Hi,
Please contact the Inheritance Tax team for advice.
Inheritance Tax: general enquiries
Thank you.

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