As of 13 August 2026, AI cannot fill in your UK Inheritance Tax form.

What to actually do

1. Hand it to a person

   The route this page recommends

   Someone with a licence or accountable authority has to sign this before it counts.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface gets you a draft, but you cannot verify it yourself. That is the catch.

   How to actually do it

   1. Open the relevant Inheritance Tax form and its instructions on GOV.UK, then copy the form title, field names and official guidance into a working document.
   2. Gather the death certificate details, asset valuations, bank and investment statements, property information, debts, funeral costs, gifts, trusts, ownership records and any available tax correspondence.
   3. Remove unnecessary names, addresses, account numbers and National Insurance numbers, then paste the redacted form text and estate information into the prompt.
   4. Ask the chatbot to identify missing evidence and mark every point requiring a solicitor or tax adviser instead of allowing it to guess.
   5. Compare each drafted field and calculation with the source document named beside it, checking that totals, dates, ownership and valuations match.
   6. Check every procedural instruction against the current GOV.UK form guidance and leave unresolved reliefs, exemptions and valuation questions marked NEEDS PROFESSIONAL CHECK.
   7. Give the draft and supporting evidence to a probate solicitor or tax adviser, ask them to confirm the tax treatment and final form, and use the official HMRC process for submission.

   Prompt

   I need help preparing a UK Inheritance Tax form, but I will not treat your response as final or as professional advice. Use only the information and documents I provide, and invent nothing. First identify which official GOV.UK form appears relevant from the form title and estate details below, and say what information is missing before drafting anything. Then produce a field-by-field draft using the exact field names from the form text I paste. For every answer, show the source document or figure I supplied. Do not decide that a relief, exemption, valuation, gift treatment or tax calculation applies unless the supplied evidence clearly establishes it. If a point requires legal or tax judgement, mark it NEEDS PROFESSIONAL CHECK rather than guessing. Do not calculate a figure unless the inputs and method are explicit, and show the calculation separately. Flag inconsistent dates, ownership, valuations, gifts, debts and totals. Do not submit anything, sign anything, or claim that the form is complete. Use GOV.UK as the source for official form instructions and identify the relevant GOV.UK page for each procedural point.
   
   Form title or link: [paste here]
   Deceased person's circumstances: [paste here]
   Estate assets and valuations: [paste here]
   Debts and liabilities: [paste here]
   Gifts and transfers: [paste here]
   Ownership, trusts and beneficiaries: [paste here]
   Relevant dates and tax information: [paste here]
   Documents and evidence available: [paste here]

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.