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Inheritance Tax

What are the IHT400 Supplementary Schedules?

The IHT400 Inheritance Tax Account is rarely submitted alone. Depending on the circumstances of the estate, it must be accompanied by supplementary schedules providing HMRC with detailed information about specific categories of assets, exemptions, and reliefs.

The schedules YouCanDoProbate completes

  • IHT400 Calculation: working out the Inheritance Tax due, where tax is payable
  • IHT402: Claim to transfer unused nil rate band from a late spouse or civil partner
  • IHT403: Gifts and other transfers of value
  • IHT404: Jointly owned assets
  • IHT405: Houses, land, buildings and interests in land
  • IHT406: Bank and building society accounts
  • IHT407: Household and personal goods
  • IHT408: Household and personal goods donated to charity
  • IHT409: Pensions
  • IHT410: Life assurance and annuities
  • IHT411: Listed stocks and shares
  • IHT412: Unlisted stocks and shares, and control holdings
  • IHT415: Interest in another estate
  • IHT416: Debts due to the estate
  • IHT417: Foreign assets
  • IHT419: Debts owed by the deceased
  • IHT423: Direct Payment Scheme bank or building society account
  • IHT435: Claim for the residence nil rate band
  • IHT436: Claim to transfer unused residence nil rate band from a late spouse or civil partner

The platform does not currently produce IHT413 (business and partnership interests), IHT414 (agricultural relief), IHT418 (assets held in trust) or IHT420 (national heritage assets).

How YouCanDoProbate handles the schedules

YouCanDoProbate determines automatically which schedules are needed based on the estate information you enter, and completes each one from your answers alongside the main IHT400. You do not need to know which schedules exist or whether they apply.

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Trustpilot five star rating
Excellent service

I can’t thank my Advisor, Tom, more for all his patience and help. He has guided me every step of the way and I’m thrilled with the results of this excellent service.

Rona Lamont
Trustpilot five star rating
Fantastic service

Fantastic service. Extremely clearly laid out, very intuitive and lots of online help. I used the contact twice: once promptly answered via email, the second via a booked appt – again very polite and incredibly helpful. I took my time over entering and double-checking details but, from beginning to end (IHT done and probate in hand) took 10 weeks including turnaround time for documents. Great value for money and strongly recommended.

Simon Bennett
Trustpilot five star rating
Excellent

Superb, easy to follow instructions where data and calculations are generated for you once required fields are inputed. Advise was available quickly , in my case one concise call to Tom( many thanks). The grant of probate was approved by email in one week with no IHT. The formal paperwork takes a further ten days. 5* David

Annabelle
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
Terrified about probate, worry not!

I was terrified about tackling Probate on my own, but the Bereavement Association recommended YouCanDoProbate. First I phoned up for some advice and without even buying the programme, got first rate advice. It was easy to use, the information was clear and written in plain English, no legal jargon. Whenever I phoned the helpline I was greeted by a friendly voice, no call centre, and the information and reassurance was excellent. I could not recommended this enough.

Karen
Trustpilot five star rating
Probate application.

This was my 1st time having to apply for probate and it looked pretty daunting. I found YCDP platform online and it made the task easy to follow. Saved me a lot of money not using solicitors. The courts received the application on the 15 April and I received the Grant of Probate 3 weeks later. Fantastic service which I would highly recommend this company.

k.witney
Trustpilot five star rating
simple system and help available if…

simple system and help available if needede

David Pike
Trustpilot five star rating
YouCanDoProbate was great, I would recommend !

YouCanDoProbate was great and took you carefully through all the questions & areas that are needed to complete and submit Probate forms and calculate any IHT payable. It may seem a daunting task, but taking it one section at a time, I was able to complete and obtain probate saving thousands in Solicitors fees. Most of the information you are going to have to obtain yourself, even if using a Solicitor.

Customer
Trustpilot five star rating
Awesome and helpful

You Can Do Probate made the process of applying for probate at what is, for most, a difficult time a great deal easier and cheaper, saving money, time and stress. Both the site and the You Can Probate team have been awesome and helpful. It has made this process much easier to understand and without the need to pay over the top for a solicitor.

Zoë Greenslade
Trustpilot five star rating
Brilliant, easy to follow website for probate

Brilliant website, made the probate process for my dad’s estate very easy, and simple to follow. Forms populated at the end with no bother at all, and downloaded easily. I only needed one question answered which I got with online chat immediately. Highly recommend. So much better than paying £££ for law firm to do it. Thank you!

Mandy Byrnes
Trustpilot five star rating
Straightforward and easy to use

Straightforward and easy to use, I’d recommend this to anyone. I’ve had to apply for probate on an estate with various investments, property and outstanding tax. I entered all information over a couple of days, prompted by they software. I think it would be hard to go wrong. I had questions answered very quickly either by phone or email. There was a slight glitch which resulted in incorrect tax form generation. I sent a query in on a service ticket and got a phone call over a weekend that resolved everything. My IHT400 and Probate were accepted and granted straight away. Providing you have all information about the estate to hand, this makes it very easy. Well worth the money. Thanks.

David Glover
Trustpilot five star rating
If I can, then you can do probate

I was very impressed and encouraged with how easy it was to use this service; a welcome change at a time when it is difficult to process the loss of a loved one, and all the legalities that involves, I was given reassurance and confidence that I can, and did do probate. The process was made easier and less stressful knowing I could ask for help as and when I got stuck. Tom was very supportive and encouraging (and patient). The steps ensured that I could check each stage and return at any time to change or amend anything. Also thanks to those who answered the phone and reassured me that my messages would be passed on. A very positive experience and I have already recommended this service to others in a similar position to me. An excellent service. Mary Mc

Mary M
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£499

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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).
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© 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.

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