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TPA -33

TPA -33

Joined: 3/8/2024

  • IHT responses from eg HMRC Admin XX

    Tue, 12 Mar 2024 10:57:14 GMT – IHT responses from eg HMRC Admin XX
    Many of the IHT questions asked in the forum get the response eg: "You have to contact Contact IHT..." so in most cases, even though the question seems simple with a binary answer, the answer is seldom given here. This is very unhelpful. So, some questions: 0: is Admin XX simply a 'BOT' with primitive AI capabilities ? and 1: what is the best IHT phone number to call that will be answered by a human within say 15mins ? What is the best time of day / day of week to call ? and 2: can you ask for a written / eMailed transcript of a call immediately at the end of a call (assuming calls are recorded) ? and 3: can you eMail HMRC IHT with 'general questions' that do not contain identifying information so that you get a response that you can keep on record and possibly share here ? I have seen the HMRC eMail guidance which requires you to write-in to authorise eMail comms but that appears to relate to an active IHT case rather than queries pre-IHT. It's ridiculous that 'JoePublic / Ordinary Working People' have to go to a costly solicitor or to a 'specialist' for answers. Admin XX -> Please don't say contact IHT ;-) for an answer to this, the most general of queries. Thank you.

  • IHT - Form IHT403 1986

    Fri, 08 Mar 2024 13:21:02 GMT – IHT - Form IHT403 1986
    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.

  • IHT - accessing records etc.

    Fri, 08 Mar 2024 10:00:26 GMT – IHT - accessing records etc.
    I have to do IHT stuff for a relative. How do I get access to all of their relevant records before PROBATE ? I expect some of their stuff will be on-line and require divulgence of User-Ids and Pwds etc. It will probably take me more than 6 months to get to all of the data and by that time HMRC will be clocking up interest so i need to access everything ASAP. Suggestions appreciated.