IOV2 Instruments of variation checklist - Instrument of Variation Checklist
- Form URL
- IOV2 Instruments of variation checklist (PDF, 388KB)
Use this form to work out whether a 'variation' to the will would meet the requirements of the Inheritance Tax Act and the Taxation of Chargeable Gains Act. It applies to variations signed after 1 August 2002.
- Use this form to work out whether a 'variation' to the will will meet all the necessary legal requirements
Help and guidance relating to this form
- Form URL
Inheritance Tax - forms software
Find out more about software from commercial software suppliers which can be used to complete various Inheritance Tax forms on computer.
Help with PDF files
PDF is a file format that lets you view and print a document in a style which matches the look and feel of the paper version - including fonts, colours, images and layout.
To view these documents you need to use a PDF viewer such as Adobe Reader.
Forms in alternative formats
If you would like an HMRC form in large print, Braille or another alternative format, please contact the relevant HMRC helpline - see the link below.