IHT400 Workflow: A Practical Introduction
Inheritance Tax is changing significantly from April 2027. Recent reforms affecting pensions, death benefits, Agricultural Property Relief and Business Relief mean private client and probate teams need confidence that the forms and workflows they rely on reflect current requirements.
Here at FormEvo we’re speaking to a growing number of firms that are reviewing how their IHT forms are maintained and updated, particularly as some providers change their product strategies and future support models.
The same question comes up again and again:
“How can we be certain our forms will continue to be updated as legislation and HMRC requirements evolve?”
At FormEvo, all forms and workflows are continuously maintained and updated in line with legislative and regulatory changes, which helps firms avoid the risks that come with outdated documentation. To show what that looks like in practice, we’re running a live webinar on our IHT400 Workflow.
In this session, you’ll see how to:
- Link forms and schedules together: use the navigation panel to move between them quickly, and add or remove schedules for each matter
- Cut repetitive data entry: watch information fill in across the supplementary forms automatically
- Rely on automated calculations: see how asset values and brought-forward figures update automatically, with locked totals that guard against accidental over-typing
- Work more efficiently on complex matters: set up templates for common matters and print all linked forms in one batch
- Connect your systems: see how FormEvo can link with your case management system, document management system and searches provider
New to the IHT400 Workflow, or wondering whether it could work for your firm? Join us for a friendly introduction to FormEvo, followed by a practical walkthrough of the IHT400 Workflow and its key features.
The workflow brings together every form you need for a full HMRC Inheritance Tax account, including the IHTC Scottish forms, in a single linked cloud file. Information you enter once fills in across the related forms and schedules, and calculations are built in. Bundled forms like these can cut completion time by up to 80% compared with completing forms individually.
“The IHT400 can be one of the most time-consuming forms a private client team deals with, so seeing linked forms and automatic calculations take away the re-keying is often a real lightbulb moment. Whether you’re already using FormEvo or just exploring your options, my aim is for everyone to leave feeling confident and ready to save time on their next Inheritance Tax account.”
Ross Walker, Onboarding and Training Manager, FormEvo
As estate administration becomes more complex, firms need to be confident that both their forms and the workflow behind them stay current. Whether you’re already a FormEvo customer or exploring your options, this session will give you a clear picture of how the IHT400 Workflow can help your team work more efficiently, accurately and confidently.
Join us on Wednesday 18th November, 11.00am – 12.00pm | Register