Form guide
Form IHT406IHT406
Declares the bank and building society accounts held by the deceased.
United KingdomLegalHMRC
Updated by HMRC on August 3, 2023
Version last read from the agency on September 28, 2026
Get the current form from HMRC
DocuGrip is independent and is not affiliated with, endorsed by or acting for any government agency. We do not host this PDF. Agencies revise their forms, and a copied file quietly becomes the wrong file — this link always gives you the version the agency is handing out today.
Tools for this document
Fill it in without uploading anything
Download today's version
Open the agency page and save the PDF. Editions change, and the agency page always has the current one.
Fill it in here
Drop the PDF into the form filler. The document is never transmitted and nothing is uploaded.
Sign it and meet the upload limit
Add your signature, then compress the file if the portal you are filing to caps the size.
Related documents
All forms- Form IHT407IHT407Declares household contents and personal belongings — furniture, jewellery, a car.
- Form IHT409IHT409Declares pensions and any death benefits payable from them.
- Form IHT422IHT422Gets the inheritance tax reference number you need before you can pay the tax.
- Form C1C1The Scottish confirmation application — the equivalent of probate north of the border.
- Form IHT400IHT400The full inheritance tax account for an estate that owes tax or is too large for the short form.
- Form IHT402IHT402Transfers a late spouse's unused inheritance tax allowance to the surviving partner.