I wonder if anyone else is experiencing difficulty in obtaining inheritance tax clearance from HMRC.
I submitted an IHT100B, on behalf of trustees, in relation to the termination of a life interest back in 2018. HMRC wrote to me within 3 months to say (quite understanably) that they couldn’t process this until they received the corresponding IHT400 from the life tenant’s executors.
In June 2021, I sent HMRC some corrections to the account and an IHT30 for them to receipt and return.
Due to various problems with the life tenant’s estate, the solicitor acting did not send in the IHT400 until September 2021. HMRC replied to them within 3 months to say that if they didn’t write again before a date in January 2022, the executor’s solicitors could assume they had no questions on the IHT400, but there was no mention of the IHT100 or the trust in their letter.
I have telephoned HMRC on multiple occasions to chase the clearance certificate (or letter - I don’t mind which) for the trust and I am consistently told that, a) they can’t find my IHT30, b) then when I painstakingly tell them where to look for it on their own system as they haven’t scanned it in correctly - that nothing has been actioned since I last called, c) it is not possible to be transferred to a supervisor or technical officer and that, d) I will receive a call back within 24-72 hours. It’s never happened yet!
I have done this on multiple occassions and also sent in a letter of complaint (clearly marked complaint and urgent!) on 14 April, to which I have not even had an acknowledgment.
Does anyone happen to have a direct telephone number or email of anyone at HMRC who can help me please? I’m at a complete loss as to what to do and think it’s very poor that the complaints team haven’t been in touch by now.
I am also very reluctant to just proceed and dsitribute the remaining assets without the clearance letter, in veiw of the fact that I have specifically asked for (and not received) it on so many occassions.
Yours in thanks and frustration!!