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Tax
Inheritance Tax

IHT217

Claim to transfer unused nil rate band for excepted estates (Person died on or after 6 April 2010 and on or before 31st December 2021)

Forms come as standard when signing up for a FormEvo License.
Find out more about how pricing works, request a demo today or call the sales team to find out more 0330 551 9341.

Book a demo
Preview thumbnail for IHT217

Forms come as standard when signing up for a FormEvo License.
Find out more about how pricing works, request a demo today or call the sales team to find out more 0330 551 9341.

Book a demo
Preview thumbnail for IHT217
Preview thumbnail for IHT217
Preview thumbnail for IHT217
Preview thumbnail for IHT217

Find out how FormEvo fits into your firm

A focused conversation about how your team currently manages forms and FormEvo supports that structure.

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  • No sales pressure
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Who is FormEvo for?

FormEvo supports firms of different sizes and structures:

  • High street practices seeking a maintained, cloud-based forms library
  • Regional firms looking for greater control and oversight
  • Larger firms requiring integration with established case and document management systems

The discussion is shaped around your priorities.

How does the demo work?

After you submit your details:

  • We arrange a short Teams call at a time that suits you
  • We discuss how your firm currently handles form work
  • We explore your compliance requirements and digital submissions
  • We review how FormEvo would integrate with your existing systems and discuss next steps.

What does it cost?

Clear and flexible licensing:

FormEvo is licensed per user, per month, with the flexibility to scale as your team changes. Digital submissions and workflow bundles are available where needed.

We’ll provide clear pricing based on your firm’s structure and requirements.

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