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Contents

Official guidance
Inheritance Tax Manual

IHTM01000 · Inheritance Tax in HMRC

  • IHTM00500 · Data protection
  • IHTM01001 · Introduction
  • IHTM01011 · How we are organised
  • IHTM01022 · Customer Services work
  • IHTM01030 · Customer Compliance work
  • IHTM01081 · Customer Strategy and Tax Design work
  • IHTM01010 · Office structure: Trusts and Estates, Inheritance Tax
  • IHTM01012 · Office Structure: Service and Compliance
  • IHTM01023 · Service work: File creation
  • IHTM01025 · Service work: casework teams
  • IHTM01026 · Service work: Primary Compliance Technical Support
  • IHTM01028 · Service work: Helpline
  • IHTM01041 · Compliance: Casework teams
  • IHTM01042 · Compliance: Heritage
  • IHTM01082 · Trusts and Estates Technical: Actuarial Team
  • IHTM01083 · Trusts and Estates Technical: Litigation Team
  • IHTM01110 · Trusts and Estates - Product and Process Team (PPT)
  1. Inheritance Tax in HMRC: contents
  2. Inheritance Tax in HMRC: Customer Services work

IHTM01022 | Inheritance Tax in HMRC: Customer Services work

From HM Revenue & Customs · Inheritance Tax Manual

Some of the main areas that staff in Customer Services are involved in will include:

  • ensuring the correct amount of Inheritance Tax (IHT) is assessed and collected before the grant is obtained;

  • processing IHT accounts received in HMRC and entering data into HMRC systems;

  • handling more straightforward taxpaying and non-taxpaying cases following a risk assessment process;

  • the Service Technical Support team – providing a first level of support on technical and procedural matters;

  • the Inheritance Tax Helpline (before 2 October 2023, the Probate and Inheritance Tax Helpline) – a telephone enquiry service for both members of the public and the professions. Both general and specific enquiries are handled. The Helpline telephone number is 0300 123 1072.

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