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Deed of variation and inheritance tax
Strasbourg1955
Posts: 7 Forumite
Time limit for a deed of variation is 2 years, but time limit for IHT is 6 months. What happens if you make a deed of variation to benefit charity after you've paid the IHT? You have then paid too much IHT but can you get it back?
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Comments
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Yes, you will be able to claim overpaid tax back using the corrective account form.
https://assets.publishing.service.gov.uk/media/64c278787aea5b001407507d/8556174_DCS_RIS.pdf
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You complete a IHT C4 corrective account form within 2 years of the date of death and claim back the overpayment.0
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