7 guides
Forms and checklists
Line-by-line help with the HMCTS and HMRC forms an executor has to complete.
5 min read
IHT405: reporting the property in an estate
How to complete schedule IHT405 for houses, land and buildings, what valuation basis HMRC expects, and how to describe tenancies and joint ownership.
Read the guide7 min read
PA1P: applying for probate where there is a will
A section-by-section walkthrough of form PA1P, the documents to send with it, and the mistakes that cause HMCTS to stop an application.
Read the guide6 min read
PA1A: applying for letters of administration
How to complete form PA1A for an intestate estate, who is entitled to apply, the evidence of entitlement required, and common errors.
Read the guide4 min read
The statement of truth: what you are actually signing
What the probate statement of truth commits an executor to, who must sign it, what happens if the information is wrong, and how it replaced the oath.
Read the guide7 min read
The IHT400 schedules: which ones you actually need
A plain-English map of the IHT400 supplementary schedules, what triggers each one, and the order in which to complete them.
Read the guide9 min read
IHT403: how to report lifetime gifts, step by step
A practical walkthrough of form IHT403: which gifts to report, the 7-year rule and taper relief with worked examples, the exemptions that reduce the bill, and how to rebuild a gift history from bank statements.
Read the guide4 min read
IHT421: the probate summary and the unique code
What form IHT421 does, how HMRC's unique code system works, and how the Inheritance Tax and probate applications connect.
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