We're aware that dates on the forum are not currently showing correctly, and that mobile users may see some extra spacing between threads. Please bear with us while we get this fixed.
We'd like to remind Forumites to please avoid political debate on the Forum. This is to keep it a safe and useful space for MoneySaving discussions. Threads that are - or become - political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
We're aware that dates on the Forum are not currently showing correctly, and that mobile users may see some extra spacing between threads. Please bear with us while we get this fixed, and see Site Feedback for updates.
Inheritance tax reference numbers

longwalks1
Posts: 3,818 Forumite


hi everyone
we are currently filling in IHT400 and IHT436 (claim to transfer any unused residence nil rate band). I’m unsure if we need to get a Inheritance Tax Reference Number for mum (who passed away last month) and for dad (who passed 9 years ago).
our calculations, reading gov.uk and reading on here there will be no IHT to pay, so do we still need to get a tax reference number for mum (and dad?) ?
we are currently filling in IHT400 and IHT436 (claim to transfer any unused residence nil rate band). I’m unsure if we need to get a Inheritance Tax Reference Number for mum (who passed away last month) and for dad (who passed 9 years ago).
our calculations, reading gov.uk and reading on here there will be no IHT to pay, so do we still need to get a tax reference number for mum (and dad?) ?
I read it as you’d only need a tax reference number for mum/mum and dad if you have IHT to pay?
Thank you all again for your help
0
Comments
-
If your father’s estate owed IHT it should have been sorted 9 years ago. If everything went to your mother that would not have been the case. As long as her estate will owe no IHT you don’t need a reference.1
-
thanks again Keep_pedalling - I did think that just wanted to double check0
Confirm your email address to Create Threads and Reply

Categories
- All Categories
- 348.3K Banking & Borrowing
- 252.1K Reduce Debt & Boost Income
- 452.4K Spending & Discounts
- 240.9K Work, Benefits & Business
- 617.1K Mortgages, Homes & Bills
- 175.6K Life & Family
- 254.1K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 15.1K Coronavirus Support Boards