HMRC (IHT Forms)
When producing IHT forms (either from menu option IHT & Other Tax Forms, or Estate Details - Edit, Forms tab) a Generate button is available. Using this...
Mon, 2 Oct, 2023 at 12:22 PM
Adobe will require confirmation that you trust the document before opening, and filling the form in with your estate’s information. Two settings within ...
Thu, 1 Nov, 2018 at 11:54 AM
The IHT400 template includes each and every IHT form, which makes up the 400. This is to ensure the forms can ‘talk’ to each other, and information can be e...
Thu, 4 Jan, 2024 at 8:59 AM
Overview The R185 forms are available for trust and estate income; R185 (Statement of income from trust) and R185 (Statement of income from estates). F...
Tue, 16 Aug, 2022 at 1:16 PM
Overview The IHT35 is the form to complete if you wish to claim relief on shares or securities that were part of the deceased's estate and were sold...
Fri, 23 Dec, 2022 at 10:23 AM
Overview When producing an IHT400 form (either from menu option IHT & Other Tax Forms, or Estate Details - Edit, Forms tab) Troika will run using th...
Thu, 4 Jan, 2024 at 9:02 AM
From the Troika Wealth Management module, Client tab and the menu option IHT & Other Tax Forms (or Estate Details - Edit, and the Forms tab), running ei...
Fri, 23 Feb, 2024 at 12:51 PM