Plain-English rule
Only claim what you can explain and evidence.
- Exemption usually relates to who receives value.
- Relief usually relates to the nature or use of the asset.
Claim workflow in Estate Suite
- In IHT, add each proposed claim with asset/transfer context.
- Record why the condition is met in short plain language.
- Upload supporting evidence in Documents before marking claim data complete.
- Keep unresolved claims flagged as draft with follow-up tasks.
- Recheck totals and route impact after each material claim update.
Typical claims users review
- spouse or civil partner exemption
- charity exemption
- business or agricultural relief where criteria are met
Common mistakes to avoid
- Claim amount entered without evidence
- Assuming all business assets qualify automatically
- Charity entries without enough recipient detail
- Mixing draft assumptions with final numbers
When to pause and get advice
- cross-border or domicile complexity
- large or unusual relief claims
- uncertainty on who legally qualifies for exemption treatment
FAQ
Should I add every possible claim just in case?
No. Add claims you can support with evidence and a clear rationale.
Can I file without optional claims?
Yes, but missing valid claims can increase tax, so review carefully before final submission.