Quick definitions
- TNRB: unused nil-rate band transferred from a spouse or civil partner who died earlier.
- RNRB: additional allowance linked to passing a qualifying home to direct descendants.
These claims usually need prior-estate and property evidence, not just a number.
Claim steps in Estate Suite
- In IHT, add TNRB/RNRB claim details as separate evidence-backed entries.
- Record prior spouse/civil partner estate references where transfer is claimed.
- Confirm residence ownership and who inherited it.
- Upload supporting documents in Documents (prior estate papers, valuation, relationship evidence).
- Keep assumptions marked as draft until evidence is complete.
- Recheck tax totals after claim updates.
Common mistakes to avoid
- Using current values instead of date-of-death basis
- Claiming residence allowance without confirming who inherited the property
- Keeping the final number but not the calculation trail
FAQ
Are TNRB and RNRB always available?
No. Eligibility depends on prior usage, estate facts, and inheritance pattern.
Can I save partial claim data while waiting for papers?
Yes. Keep it clearly marked as draft and resolve before final filing decisions.