Form IHT38 UK 2026 How to Claim Inheritance Tax Relief Successfully with HMRC | MTA

Описание: Form IHT38 is one of the most valuable tools available to families dealing with Inheritance Tax in the UK, yet many people are unaware of how it works or when they can use it. In this video, MTA (My Tax Accountant) explains Form IHT38 in full—what it is, who can claim relief, what evidence HMRC requires, and how it affects your Inheritance Tax calculation in 2026.

MTA breaks down the core purpose of Form IHT38: claiming relief where the value of an asset has fallen after the date of death, such as shares, securities, or qualifying investments. We explain how the relief reduces the overall IHT bill, how to calculate the decrease in value, and which assets are eligible under HMRC rules in 2026.

This video is tailored exclusively for UK taxpayers and is based on real cases MTA (My Tax Accountant) handles for executors, beneficiaries, and estate administrators. We explain common reasons HMRC rejects IHT38 claims, how to prepare valuations correctly, and how to avoid delays by ensuring all supplementary evidence is properly documented.

MTA also shows how Form IHT38 links into the wider inheritance tax framework, including Excepted Estates in 2026. Many executors assume that small estates or simple estates cannot make relief claims, but in reality, falling asset values can occur in any estate—making IHT38 an essential form for reducing unnecessary tax liabilities.

For those who want step-by-step instructions, examples, and deeper guidance, you are encouraged to read the complete article on this topic at:
https://www.mytaxaccountant.co.uk/pos...

Website: https://www.mytaxaccountant.co.uk

Speak to MTA (My Tax Accountant) today
Phone: 0208 5708531
Email: [email protected]

Disclaimer
This video provides general information only and reflects UK tax rules and HMRC practice as understood in 2026 at the time of publication. It is not tax, legal, or financial advice. Eligibility for IHT38 relief depends on individual estate circumstances, asset values, and HMRC assessment criteria. MTA (My Tax Accountant) accepts no liability for decisions made or actions taken based on this content. Always seek personalised professional advice before acting.

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