Inheritance Tax Complications

For those of you who are willing to deal with the Probate Registry yourself but want us to complete all the HMRC paperwork and submit it to Inheritance Tax.

  • We will complete the following Inheritance Tax (IHT) forms for HMRC: either an IHT 205 or IHT 400 and any other associated forms that are required.
  • Conduct all correspondence with HMRC relevant to completing the above forms.
  • Take any corrective action(s) required by HMRC during the Estate administration process.
  • Claim any relevant tax reliefs or exemptions applicable to the Estate. Calculate any Inheritance Tax that is owed.
  • Calculate and arrange for the transfer of any Nil Rate Band or Residence Nil Rate Band allowance if available, this is in order to reduce Inheritance Tax to be paid by the Estate.
  • We will advise when a summary of Probate has been completed by HMRC so that you can submit the Probate case yourself to the Probate Registry.

For this service, we will not need the original will or proof of ID. It will be your responsibility to arrange this yourself. Also please note that the Probate registry fee is £215 for DIY rather than the £165 we charge in full cases.

Please note that you cannot use our Probate Registry Fee in conjunction with this service. Use DIY Probate Registry Fee to add to this service if required.

 

SKU PRDNU1903X Category Tag

£737.00

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Further Information

For those of you who are willing to deal with the Probate Registry yourself but want us to complete all the HMRC paperwork and submit it to Inheritance Tax
  1. We will complete the following Inheritance Tax (IHT) forms for HMRC: either an IHT 205 or IHT 400 and any other associated forms that are required.
  2. Conduct all correspondence with HMRC relevant to completing the above forms.
  3. Take any corrective action(s) required by HMRC during the Estate administration process.
  4. Claim any relevant tax reliefs or exemptions applicable to the Estate. Calculate any Inheritance Tax that is owed.
  5. Calculate and arrange for the transfer of any Nil Rate Band or Residence Nil Rate Band allowance if available, this is in order to reduce Inheritance Tax to be paid by the Estate.
  6. We will advise when a summary of Probate has been completed by HMRC so that you can submit the Probate case yourself to the Probate Registry.

For this service we will not need the original will or proof of ID. It will be your responsiblity to arrange this yourself. Also please note that the Probate registry fee is £215 for DIY rather than the £155 we charge in full cases.

Please note that you cannot use our Probate Registry Fee in conjunction with this service.

Use DIY Probate Registry Fee to add to this service if required.

 

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