Overview


The IHT30 is the application for a clearance certificate for estate clients to tell HMRC that all tax due on the estate has been paid. Clients have requested this form, so we have included this form within the product.


We will be working on automatically populating some fields of the IHT30 with the administration details held within Troika. In the meantime, only a blank form can be run from within Troika. Once run through, users can manually insert the required information on the form, save and print.


A further update on our development of this automation will follow in due course.


Producing the Form


From the Wealth Management module, select the Client tab and the menu option IHT & Other Tax Forms. Select the IHT30 form and click Generate to produce the form.


The form will be blank, but will allow for manual population.


On exiting, you must save your changes.


Update


With effect from the Troika 2..09.015 release, the IHT30 form will pre-populate with the following information held within Troika:

  • Section - Details of the person to whom HMRC should send the certificate
    • Name
    • Address
    • Your reference
    • Phone number
  • Section A: About the liability
    • IHT Tax reference number to which this application relates
    • Type of Account
    • Date Account was sent to HMRC
    • Name
    • Date of event
  • Section B: Declaration by the appropriate person
    • Name
    • Capacity


These notes are confirmed to be applicable from Troika release 2.09.014.


These notes were last reviewed 03/2023.