--- title: How do I add items with interest in another estate? description: How to add interest in another estate and produce the IHT415 schedule --- [Skip to content](https://knowledge.exizent.com/how-do-i-add-interest-in-another-estate#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities?hsLang=en) # How do I add items with interest in another estate? ## Find out how to add an item that has interest in another estate, how this will impact court and IHT forms and how this looks within estate accounts [Adding the asset](https://knowledge.exizent.com/how-do-i-add-interest-in-another-estate#Adding-asset) [Court & IHT forms](https://knowledge.exizent.com/how-do-i-add-interest-in-another-estate#Court-IHT-Forms) [Estate accounts](https://knowledge.exizent.com/how-do-i-add-interest-in-another-estate#Estate-accounts) ### Adding the asset - Go to **Estate Overview**, add a new **Money owed to deceased** item ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-02-2025-11-36-33-6813-AM.png?width=688&height=214&name=image-png-Jan-02-2025-11-36-33-6813-AM.png) - On the next screen, choose **Interest in another estate** from the drop down menu ![Interst in another estate - List view -1](https://knowledge.exizent.com/hs-fs/hubfs/Interst%20in%20another%20estate%20-%20List%20view%20-1.png?width=688&height=351&name=Interst%20in%20another%20estate%20-%20List%20view%20-1.png) - Fill information in to the relevant fields: ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-02-2025-11-42-35-5613-AM.png?width=688&height=649&name=image-png-Jan-02-2025-11-42-35-5613-AM.png) - Click **Save** 💡If you'd like to add an item that doesn't need to be included for IHT purposes, select **No** for **Does it form part of the estate for Inheritance Tax?(IHT)**  💁 If your item is passing to a surviving owner who you have not yet added, please see [here](https://knowledge.exizent.com/how-do-i-add-people-to-my-case?hsLang=en) for a guide on how to add people to your case  ### **Court and IHT forms** #### **C1 (Scottish customers only)** - All interest in another estate items will be included within the inventory, including any items not valid for Inheritance Tax purposes #### **IHT205** - Jointly owned items passing to the surviving owner will populate box 9.2, section 10.4, section 12.3 and section 14 - Jointly owned items not passing to surviving owner will populate section 11.11, section 12.3 and section 14 - Solely owned items will populate section 11.11, section 12.3 and section 14 #### IHT404 - Jointly owned items passing to the surviving owner will populate section 6, box 8, box 10 and section 11 - Jointly owned items not passing to the surviving owner will populate section 6, box 8 and box 10 #### IHT400 ❗ Although this will be available in future, the IHT415 is **not** currently pre populated, therefore solely owned items will need to be manually updated on to this schedule. Please see [here](https://knowledge.exizent.com/iht400-form?hsLang=en) for a guide including information on how to produce manual forms - Values from the IHT404 will be populated in to relevant areas of the IHT400 ### **Estate accounts** - You are able to add income and expenses to any item with interest in another estate. Find out more about how to add [income](https://knowledge.exizent.com/how-do-i-add-income-to-my-case?hsLang=en) and [expenses](https://knowledge.exizent.com/how-do-i-add-expenses-to-my-case?hsLang=en) - You are also able to distribute the item. Find out more about how to add [distributions](https://knowledge.exizent.com/how-do-i-distribute-to-beneficiaries?hsLang=en) - If the interest in another estate item forms part of the estate for IHT, it will be visible in the estate accounts section within estate capital and will appear in the[estate accounts outputs](https://knowledge.exizent.com/how-do-i-view-estate-accounts?hsLang=en)grouped together within **Money owed to deceased:** ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-02-2025-12-12-51-8082-PM.png?width=807&height=235&name=image-png-Jan-02-2025-12-12-51-8082-PM.png) ![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Jan-02-2025-12-14-06-9907-PM.png?width=1183&height=172&name=image-png-Jan-02-2025-12-14-06-9907-PM.png) 👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. 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