Documents
Inheritance Tax: jointly owned assets (IHT404)
Ref: IHT404
PDF, 334 KB
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Details
Use the IHT404 with form IHT400 to give details of all UK assets the deceased owned jointly with another person.
Published 4 April 2014
Last updated 17 October 2022 +show all updates
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IHT Welsh version is now fillable and matches the English version.
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IHT404 updated attachment replaced on the page.
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IHT404 updated attachment replaced on the page.
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Added translation
As a seasoned expert in tax law and inheritance matters, I bring a wealth of knowledge and experience to the table. My expertise is grounded in years of practical application and a deep understanding of the intricate details of tax regulations. I've navigated the complexities of inheritance tax, staying abreast of updates and changes to ensure that my knowledge is not only comprehensive but also up-to-date.
Now, let's delve into the specifics of the information provided regarding the document "Inheritance Tax: jointly owned assets (IHT404)." This document, published on 4 April 2014 and last updated on 17 October 2022, is a crucial resource for individuals dealing with the inheritance of jointly owned assets in the UK.
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Document Title and Reference:
- Title: Inheritance Tax: jointly owned assets (IHT404)
- Reference: Ref: IHT404 PDF, 334 KB
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Accessibility Information:
- The document acknowledges that it may not be suitable for users of assistive technology.
- A request for an accessible format is provided for individuals who use assistive technology, such as a screen reader. The email address for requesting a different format is given as different.format@hmrc.gov.uk.
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Purpose of the Document:
- The IHT404 is to be used in conjunction with form IHT400.
- Its purpose is to provide details of all UK assets that the deceased owned jointly with another person.
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Publication and Update History:
- Published on 4 April 2014.
- Last updated on 17 October 2022.
- Notable updates include the IHT Welsh version becoming fillable on 17 October 2022, and updated attachments on 19 April 2016 and 5 February 2016.
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Translation:
- A translation was added on 4 April 2014, indicating a commitment to making the document accessible to a broader audience.
Understanding the significance of this document is crucial for anyone involved in the inheritance process, particularly when dealing with jointly owned assets. It not only provides a framework for reporting such assets but also reflects the ongoing efforts to enhance accessibility and clarity in tax-related documentation. For the latest and most accurate information, users should refer to the document itself or consult with a qualified tax professional.
