Inheritance Tax Forms
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      How do I prepare the reduced rate of Inheritance Tax IHT430 schedule?

      Let us guide you through how to generate the IHT430 through the platform

      How to generate the IHT430

      IHT430 page 13
      • The IHT430 will now display in the Inheritance tax forms area

      IHT430 forms area

      • Click into the IHT430 and enter further information
      • Click Save & close 

      💡 White fields on the IHT430 are not editable. This is because they are pre-populated with information entered into your case on the platform

      ❗ To edit information in white fields you must go to where you originally entered the data, update the information and save. When you re-open your IHT430 the information will have automatically updated 


      👷 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. If you need further assistance, please contact the Customer Success team who are always happy to help. 

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