Access Legal Proclaim

In the table below, the available webforms are listed along with a link to download:

Click on the required link next to the form name to download that form.

Once the required form(s) have been downloaded, <a href="https://access-support.force.com/Support/s/article/Proclaim-How-do-I-download-Forms-from-the-Eclipse-client-area-update-them-in-Proclaim" rel="nofollow noopener noreferrer" target="_blank">update them within your Proclaim system</a>.

1. Click on the required link next to the form name to download that form.
2. Once the required form(s) have been downloaded, <a href="https://access-support.force.com/Support/s/article/Proclaim-How-do-I-download-Forms-from-the-Eclipse-client-area-update-them-in-Proclaim" rel="nofollow noopener noreferrer" target="_blank">update them within your Proclaim system</a>.

Probate webforms - pack 1

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Name	Brief Description	Updated	PDF	EXE
HMRC Pack 1	This pack contains: 64-8, C4 (IHTCorrective), C4(C) (IHTCorrectiveSup), Employer Proforma, IOV2, IHT30, IHT35, IHT35(CS), IHT38, IHT205(2011), IHT216, IHT217, IHT400, IHT400Calculation, IHT401, IHT401a, IHT402, IHT403, IHT404, IHT405, IHT406, IHT407, IHT408, IHT409, IHT410 Other Probate and HMRC forms can be found in: HMRC Pack 2 HMRC Pack 3	April 2025		EXE
64-8	Authorising your Agent April 2024	April 2024	PDF	EXE
C4 (IHTCorrective)	Corrective Account January 2025	February 2025	PDF	EXE
C4(C) (IHTCorrectiveSup)	Continuation page for form C4 - (IHT Corrective Accounts) February 2020	August 2024	PDF	EXE
Employer Proforma	Employment history team: claimant's evidence of employment July 2018	March 2021	PDF	EXE
IOV 2	Instrument of Variation checklist September 2014	March 2021	PDF	EXE
IHT30	Application for a Clearance Certificate July 2020	March 2021	PDF	EXE
IHT35	Claim for relief - Loss on sale of shares August 2022	November 2022	PDF	EXE
IHT35CS	Continuation Sheet January 2012	March 2021	PDF	EXE
IHT38	Claim for relief - Loss on sale of land June 2021	July 2021	PDF	EXE
IHT205 (2011)	Return of estate information October 2021	January 2022	PDF	EXE
IHT216	Claim to transfer unused Inheritance Tax nil rate band February 2023	April 2023	PDF	EXE
IHT217	Claim to transfer unused nil rate band for excepted estates October 2021	January 2022	PDF	EXE
IHT400	IHT400 - Inheritance Tax Account April 2025	April 2025	PDF	EXE
IHT400 Calc	Inheritance Tax Account - IHT400 Calculation February 2023	February 2023	PDF	EXE
IHT401	Domicile outside the United Kingdom April 2025	April 2025	PDF	EXE
IHT401a	Schedule IHT401a April 2025	April 2025	PDF	EXE
IHT402	Claim to transfer unused nil rate band April 2025	April 2025	PDF	EXE
IHT403	Gifts and Other Transfers of Values May 2020 There have been some changes to page 5 where questions 8-11 have been re-arranged. Question 11 becomes the new question 8, and the subsequent numbers are all then increased to accommodate this change. It is possible to update the screen in Proclaim to reflect this change – please refer to our recent Technical Release in this regard. If the changes are not carried out then the form will continue to produce as required - the user will just have to be aware of the variances in the numbering of the questions.	March 2021	PDF	EXE
IHT404	Jointly Owned Assets September 2015	March 2021	PDF	EXE
IHT405	Houses, land, buildings and interests in land January 2018	March 2021	PDF	EXE
IHT406	Bank and building society accounts and National Savings and Investments September 2015	March 2021	PDF	EXE
IHT407	Household and personal goods July 2018	March 2021	PDF	EXE
IHT408	Household and personal goods donated to charity May 2024	August 2024	PDF	EXE
IHT409	Pensions September 2023	October 2023	PDF	EXE
IHT410	Life assurance and annuities September 2015	March 2021	PDF	EXE