Interest on loans used to pay inheritance tax section (SA900)

Refer to the HMRC Trust and Estate Tax Return Guide if needed (opens in a new tab).

  1. Open the required tax return, then select the Data input tab.
  2. If the required section is listed, select it and skip the next step. If not, select Add a new section.
  1. On Choose a section to add, select the Reliefs and Deductions tab.

  1. Under Reliefs, select Interest on loans used to pay inheritance tax.

    If the section is crossed through, it has already been added to the tax return. To adjust it the existing values, close the window and select the section on the Data Input tab.

  2. For each item, enter the Description and Payment.

    A new line is automatically added. Unwanted lines can be deleted using the bin icon.

  3. The Total is automatically calculated. Select Save changes.