IHT 400 Form Q7 & Q8 Query

xylophone

https://forums.moneysavingexpert.com/discussion/6183066/which-form-to-use-iht-205-or-4000/p2

but if it is really stressing you out it might be worth paying a few hundred for some professional help with the forms the costs of which should be Bournemouth by the estate not you personally.

I think that the poster means "borne" rather than a seaside holiday for the executor - though he might need some R&R by the time he gets through administration!

You can obtain help from a solicitor who will complete the forms on your behalf.

You can charge his fees as an executor's expense when you come to distribute the estate.

3Snowy

Yes, amused me.  Any light relief appreciated right now🤷‍♀️  Thanks you

Keep_pedalling

xylophone said:

https://forums.moneysavingexpert.com/discussion/6183066/which-form-to-use-iht-205-or-4000/p2

but if it is really stressing you out it might be worth paying a few hundred for some professional help with the forms the costs of which should be Bournemouth by the estate not you personally.

I think that the poster means "borne" rather than a seaside holiday for the executor - though he might need some R&R by the time he gets through administration!

You can obtain help from a solicitor who will complete the forms on your behalf.

You can charge his fees as an executor's expense when you come to distribute the estate.

Don’t you just love autoconfuse

xylophone

Don’t you just love autoconfuse

It made me smile - a comfort in the current dark times.

3Snowy

Hi all, does anyone have any knowledge re shares valued higher at the date of a persons death that will be a lower value when executors distributors estate. The higher value of shares will be added to the persons estate value but relatives won’t get this higher value in reality. Can anyone explain what happens?
Thank you

xylophone

See https://www.gov.uk/government/publications/inheritance-tax-claim-for-relief-loss-on-sale-of-shares-iht35#:~:text=Use%20form%20IHT35%20to%20claim,of%20the%20date%20of%20death.