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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.

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You Really Can Do Probate Yourself !

After receiving a very expensive quote from a local solicitors I found this website and as an administrator myself thought how hard can this be. I read the reviews and watched the video before I purchased to make sure it was right for me. I followed the on-line steps and filled in the questions so a little bit of time and effort is required. I had 2 x queries which were dealt with within the hour once on the phone and once by email. Once the forms were complete, I printed off and posted to HMCTS Probate. I had an email from them confirming receipt on 19th June and I received an email yesterday 26th June telling me Probate had been granted so this website has done exactly what I needed it to do.

LCrown
Trustpilot five star rating
Fantastic programme and support

Fantastic programme and support. I spoke to Adam a few times and he was extremely helpful. Applying for probate can be challenging despite having reasonable knowledge of the process. I did the probate for my late mother and once I had the codes from HMRC got the probate within 10 days. Best to do the probate process online rather than sending the paper forms. All you have to submit to the probate office is the original will. I would recommend this company highly as all the solicitors would do is to supply them with the relevant paperwork and charge a large sum for doing what I did in 2 hours.

Dr Mayur Shah
Trustpilot five star rating
What a brilliant service

What a brilliant service, a simple money saver. Thoroughly recommended to do Probate yourself. Very well supported by Probate experts on the end of the telephone. I phoned 4 times and nothing was to much trouble. Reasonably simple forms to download and fill in. You can at any point return to the start and edit anything. Even if you make a total hash of it you can start again as many times as you like. It collates all the information you enter into the forms and then when you print it out it is in a recognised format for the HMCTS people. If you are unsure just phone the help line and talk to an expert, if they bare busy they will call you back. I applied for Probate on 29th April, on 12 May I had conformation that Probate had been granted and I would receive my Grant Of Probate paperwork within 10 working days. You cant beat that, well worth the £499.

Website User
Trustpilot five star rating
Very Helpful Experience

At such a difficult and upsetting time, the process was straightforward and clear. The help and responses I received when I raised a couple of queries was excellent. Prompt, patient and supportive.

Janette Sharp
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Was really concerned i would struggle…

Was really concerned i would struggle with this but it was an absolute breeze. Great platform and so user friendly.

Shaun Cherry
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Couldn’t fault these guys.

Couldn’t fault these guys. Easy to navigate through the site and they were on hand to speak to when needed. No need to use a solicitor which made a refreshing change. A difficult time was made so much easier. Don’t use anyone else, these are the people to use when having to deal with probate.

Richard Knight
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
I am so glad I found this online…

I am so glad I found this online company. I was a bit sceptical at first but as the cost of using a solicitor was fairly considerable I decided to opt for this. I am glad I did. The Probate Platform was easy to use and on the odd occasion that I had a query the telephone support was great. I have just been informed by HMCTS that the application has been approved. I have no hesitation in recommending this company.

John McGuire
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
Trustpilot five star rating
spot on

spot on. thanks.

Joe Pappy Dixon
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You will not regret using YouCanDoProbate

I cannot say enough by way of thanks to this company. I was helped numerous times either by email or by booking a ‘call back’ and nothing seemed too much trouble. I could not have completed this application for probate without their assistance that’s for sure. What they say is so true – you have to supply a Solicitor with the information they need to complete the application so why not use YouCanDoProbate for a fraction of the Solicitor’s cost and do it yourself! All the information you supply is automatically put onto the application form so no writing involved. A massive thank you to Tom for all your help and patience!

Mrs L Whitfield
Trustpilot five star rating
Brilliant system

Really pleased to have come across this service. The system was easy to use and the support provided was really helpful when I wasn’t sure what info to enter. From my perspective the cost was negligible for the peace of mind the system and team provided. Probate was granted within 8 weeks. Highly recommended.

nigel
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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.
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