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 2

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Name	Brief Description	Updated	PDF	EXE
HMRC Pack 2	This Pack 2 contains HMRC forms: Schedules D31, D31a, D31b, D32, D33, D34, D35, D36, D37, D38 and D39 IHT411, IHT412, IHT413, IHT414, IHT415, IHT416, IHT417, IHT418, IHT419, IHT420, IHT421, IHT422, IHT423, IHT430, IHT435, IHT436, IHT500 Other Probate and HMRC forms can be found in: HMRC Pack 1 HMRC Pack 3	April 2025		EXE
IHT411	Listed stocks and shares September 2022	January 2023	PDF	EXE
D31	Domicile outside the United Kingdom Schedule D31 April 2025	April 2025	PDF	EXE
D31a	Long-term UK residence Schedule D31a April 2025	April 2025	PDF	EXE
D31b	Long-term UK residence - transitional provisions Schedule D31b April 2025	April 2025	PDF	EXE
D32	Stocks and shares Schedule D32 January 2024	November 2024	PDF	EXE
D33	Debts due to the transferor or trustees Schedule D33 January 2024	November 2024	PDF	EXE
D34	Life insurance and annuities Schedule D34 January 2024	November 2024	PDF	EXE
D35	Household and personal goods Schedule D35 January 2024	November 2024	PDF	EXE
D36	Land, building and interests in land Schedule D36 January 2024	November 2024	PDF	EXE
D37	Agricultural Relief Schedule D37 January 2024	November 2024	PDF	EXE
D38	Business relief, business or partnership interests Schedule D38 January 2024	November 2024	PDF	EXE
D39	Foreign assets Schedule D39 April 2025	April 2025	PDF	EXE
IHT412	Unlisted stocks and shares and control holdings October 2022	January 2023	PDF	EXE
IHT413	Business and partnership interests and assets January 2018	March 2021	PDF	EXE
IHT414	Agricultural relief September 2014	March 2021	PDF	EXE
IHT415	Interest in another estate January 2018	March 2021	PDF	EXE
IHT416	Debts due to the estate September 2014	March 2021	PDF	EXE
IHT417	Foreign Assets April 2025	April 2025	PDF	EXE
IHT418	Assets Held in Trust April 2025	April 2025	PDF	EXE
IHT419	Debts owed by the deceased January 2018	March 2021	PDF	EXE
IHT420	National Heritage assets Conditional exemption and maintenance funds September 2014	March 2021	PDF	EXE
IHT421	Probate Summary - Northern Ireland January 2024	April 2025	PDF	EXE
IHT422	Application for an Inheritance Tax reference August 2022	October 2022	PDF	EXE
IHT423	Direct Payment Scheme- bank, building society or National Savings and Investments (NS&I) account November 2024	March 2025	PDF	EXE
IHT430	Reduced Rate of Inheritance Tax May 2024	September 2024	PDF	EXE
IHT435	Claim for residence nil rate band (RNRB) April 2025	April 2025	PDF	EXE
IHT436	Claim to transfer any unused residence nil rate band August 2022	August 2022	PDF	EXE
IHT500	Election for Inheritance Tax to apply to asset previously owned September 2021	November 2021	PDF	EXE