Skip to main content
MON - SAT
9am - 6pm
User Login
When did you purchase access to your YouCanDoProbate account?
On or after 1st March 2025
On or before 28th February 2025
Don’t have an account? Sign up here
Inheritance Tax

What is the Charity Exemption from Inheritance Tax?

Gifts to qualifying charities are exempt from Inheritance Tax, with no upper limit. This applies both to gifts made during the deceased’s lifetime and to assets left to charity in their Will.

How the exemption works

Where a qualifying charity receives assets from an estate, the value of those assets is deducted from the taxable estate. This reduces the net taxable figure and can reduce or eliminate the IHT liability.

The reduced rate for charitable estates

Where at least 10% of the “baseline amount” (the net estate after the nil rate band and other deductions) is left to qualifying charities, the IHT rate on the remainder reduces from 40% to 36%. The calculation to determine whether the 10% threshold has been reached is complex.

YouCanDoProbate does not calculate the reduced rate, but it still produces all the other probate and Inheritance Tax forms, and applies the standard charity exemption automatically. The reduced rate claim itself would need to be completed independently, outside the platform. If a significant charitable legacy is included in the Will and you believe the 10% threshold may apply, speak to our team before starting.

What qualifies as a charity?

Charities registered in England, Wales, Scotland or Northern Ireland, and certain other bodies including community amateur sports clubs. For deaths on or after 6 April 2024, only UK charities qualify. For deaths before that date, charities in EU or EEA countries could also qualify, subject to conditions.

Charitable gifts made under the Will are captured in the platform walkthrough and the standard charity exemption is applied in the IHT400 automatically.

Ready to begin?

The easy and affordable way to apply for probate

Register today and work through your application at your own pace, with unlimited UK-based expert support whenever you need it.
Try it risk-free · 14 Day Money Back Guarantee
Call 0800 689 1447 · Monday to Saturday, 9am to 6pm
Got a question while you are reading?
Our team of experts are on hand to help. Call us, or Request a Callback. No obligation. Just honest answers.
Trustpilot five star rating
An Excellant service

An Excellant service. I made good use of the advice given in the app which made the process simple and unbelievably it was granted by the HMCTS just four working days after it was delivered to them. Admittedly it was a relatively simple estate but definitely worth considering using this app rather than very expensive solicitors.

Garry Brisdion
Trustpilot five star rating
Easy step by step process

I was so happy I found YouCanDoProbate. I did not even know where to start with this process but as soon as you register with them on line (and pay the fee) it guides you through step by step. You then just print off the the forms and send them off. It made a complicated system really simple for us.

Lucia
Trustpilot five star rating
Simple to use & follow

A very straightforward process to follow that demystifies the complexities when dealing with someone’s estate. Yes, you have to do a lot of the leg work in gathering the information first but you may well have to do that anyway when dealing with a solicitor. I found the website simple to use with an easy step by step process. The support information and guides were very helpful. When I did have an issue with printing the IHT forms, raising a ticket was easy and I had a response within an hour. It is a very affordable price that has saved us thousands of pounds. It would be good if you could now integrate using the online Probate application process rather than print out the forms in the future. Very recommended.

Heather Roberts
Trustpilot five star rating
Why would you not use this excellent service

Very straightforward process which explained everything required to fill out the form. This coupled with excellent back up with regard to speaking to somebody if clarification was required & explained in simple terms. Very recommended and good value for money.

Mr Trevor Niblett
Trustpilot five star rating
Amazing, simple to use and worth every penny

I can’t rate YouCanDoProbate more highly. The estate I was dealing with was quite complicated and using a solicitor would have cost thousands. The team talked me through every step and made it easy and simple to complete probate. Any questions I had were answered straight away and I found it all incredibly straightforward and simple to use. This is worth every penny.

Rachel Charalambakis
Trustpilot five star rating
Probate application

Although my application was fairly straightforward at my age I needed it to be stress free. The help I received and the clear instructions and information made it just that.

W. Noble
Trustpilot five star rating
Save £2000 pr more by using You Can Do Probate

YouCanDoProbate saved me over £2000 (maybe £2500). Their fee of £399 bought me access to an online process that took me step by step through what would otherwise have been a very daunting task – as I suspect it would be for most people. The objective is to obtain a Grant of Probate and however many copies you require. The fee also includes advisors on the end of a telephone should clarification or advice be required – and when one was not immediately available they called me back very quickly. I called them 3 or 4 times and each time the advisor was patient, thorough, very knowledgeable and extremely helpful – each time stressing that if I had further questions I should not hesitate to call them again. The online process (which comes with a comprehensive online guide for each section needed to be completed) called for a lot of information to be entered; mostly regarding the banks, building societies, funeral expenses and much more but if it is not immediately to hand, the process allows you to step out as may times as you like and all the information already entered is retained. It can seem daunting at first but the more I stuck at it, the easier it seemed to get. The end result of the online process is a PA1P Probate Application form which is 90% auto-filled based on the information I entered as I stepped through the online process. Depending on circumstances, other forms may also need to be generated. Once I printed out the form and checked it over, it was simply a case of sending it to HM Courts and Tribunal Service along with a death certificate and the original will (in my case) along with a cheque for £300 plus a £1.50 fee for each Grant of Probate copy required. I believe that had I gone through a solictor to apply for a Grant of Probate, I was probably going to have to pay around £3,000 so YouCanDoProbate saved me a lot of money. I could not recommend them highly enough.

Ian Boulton
Trustpilot five star rating
This saved so much time and cost

This saved so much time and cost. They answered all my questions and I was able to submit all the forms myself. Great service. I would reccomend this to anyone rather than using a solicitor.

Ben Gale
Trustpilot five star rating
You Can Do Probate has saved me thousands

You Can Do Probate has saved me thousands of pounds. The system is incredibly easy to use. You do need to do your research so that you can answer the questions honestly and accurately, but everything you need is either included in the guidance in the system itself or readily available on the gov.uk website. The system also does a “sanity check” before you commit to paying for the license, to check that the system is suitable for your specific needs. So, you know before you commit whether the system is suitable for your specific circumstances. I submitted the forms prepared for me by You Can Do Probate and received my grant of probate 7 weeks later. Very happy.

JEH Executors
Trustpilot five star rating
This is an exceptional service.We were…

This is an exceptional service.We were quoted over £7000.00 from solicitors .The process for us was very straight forward .The forms and support to complete the probate were provided and we could take our time to complete.Downloading was straight forward . Probate forms were sent off and Grant of probate received within 6 weeks. Highly recommend using this service . Thankyou.

kerry jane jones
Trustpilot five star rating
Excellent programme

Excellent programme, very easy to use. Probate granted in 6 weeks with no problems. Highly recommend and would use again. Saved a FORTUNE on solicitors.

Keith
Trustpilot five star rating
10/10

It was so easy ,a couple of teething problems that were sorted out quickly by the contact team .I would recommend this company highly,if your probate is pretty straightforward it’s a must and will save you money,it’s a 10/10 for me

Mr huntbach
AFFORDABLE FIXED PRICE
Forms filled in for you
No expertise needed
Unlimited UK support
Save money, time and stress with YouCanDoProbate
One time payment

£499

including VAT
Additional costs: The probate registry fee of £526 (for all estates over £5,000) and any additional official copies at £2 each. (Payable directly to HM Courts and Tribunals Service by cheque or postal order, enclosed with your application forms).
Get started in 3 simple steps
STEP 1
CLICK HERE TO BUY NOW
STEP 2
REGISTER AND PAY
STEP 3
LOGIN AND BEGIN
Trustpilot
14 Day Money Back Guarantee
14 Day Money
Back Guarantee
T&Cs apply.
We're here to help
Call 0800 689 1447
Monday to Saturday; 9am - 6pm

Trusted & Secure

ISO 27001 certifiedSSL secure256-bit encryptionTwo-factor authenticationAWS Partner NetworkStripePayPalApple PayGoogle Pay
More about YouCanDoProbate

See how it works

See exactly how straightforward this is, from your first question to your completed forms.

Why choose us

Thousands saved, weeks not months, and you stay in control throughout.

Our story

We have been where you are. That is why YouCanDoProbate exists.
© YouCanDoProbate • YouCanDoProbate is a trading name of Kabing Ltd.
YouCanDoProbate is an online platform providing legal forms and information. YouCanDoProbate is not a law firm and is not regulated by the Solicitors Regulation Authority (SRA). Our online probate and inheritance tax service is an online platform providing probate and inheritance tax forms and information to allow you to complete inheritance tax returns and apply for probate yourself. Our telephone, email and livechat support provides guidance only, we do not provide bespoke advice, including estate planning or tax advice and it is not a substitute for a lawyer’s advice about complex estate planning or tax issues.
© Kabing Ltd | All Rights Reserved. Company number 12125399.

Request a Callback

We’ll call you back as soon as possible during working hours. Our friendly, UK based experts are here to help. Prefer to talk now? Call 0800 689 1447, Monday to Saturday, 9am to 6pm.
Existing user? We kindly ask you to get in touch with us using the support channels within the platform