All forms needed to apply automatically completed including non-applying Executor forms.
IHT400 Inheritance Tax account and accompanying schedules automatically completed. (If applicable to the estate).
Automatically calculates all estate values with financial tracking to alert you if any inheritance tax is due.
Any applicable exemptions are automatically applied without you having to know if you need to use them.
Automatic calculation and application of any available Transfer of Nil Rate Band exemption to the estate.
Automatic calculation and application of Residence Nil Rate Band and Transfer of Residence Nil Rate Band.
Traffic light menu so you know exactly where you are, what's missing and what you have left.
No Will, no problem - intuitive Intestacy Walkthrough to guide you who will inherit the estate.
Access from anywhere at any time to complete at your convenience by desktop, laptop or tablet or mobile.
Friendly, expert support and guidance by telephone, ticket and email.
Comprehensive, step-by-step guide with screenshots and numbered instructions.
Access to our unique support site of probate knowledge and answers.
Your data is safeguarded servers with AES 256-bit encryption.
Two-factor authentication (2FA) for and extra layer of protection for your account.
Approved for use by the Institute for Chartered Accountants in England & Wales