Overview
The IHT100 is an IHT form produced for trust clients to tell HMRC about chargeable events when inheritance tax is payable on a trust. A number of clients have requested these forms, so we have included them within the product.
Producing the Forms
From the Wealth Management module, select the Client tab and the menu option IHT & Other Tax Forms. Select the form required and click Generate to produce the form.
Populated Information
The new 2024 forms do not currently populate with any information automatically. All information required should be entered manually at this time.
Once the form has been run, and on exiting, you must save your changes.
This article is confirmed to be applicable from Troika release 2.09.022.
This article was last reviewed 10/2024.