How to Calculate Inheritance Tax

I knew no IHT was due but with my mother’s nil residential band bit it meant I had to fill in IHT400, then it became various other IHT forms and I lost the will to live, as many of the questions aren’t in simple English. I had quotes from 3-8k just to fill in forms (One bank account, one shared house & one bond). Found the youcandoprobate website – phoned them up & had chat – no sales pressure. After a few days and looking at the forms again & getting confused, I signed up. Took 3 hours to fill in forms, got slightly lost at one point & requested a call back. Lovely chap found the problem (my input numbers in wrong box) corrected them and then stayed on phone while it re-calculated to make sense. Printed all forms off and have just received my code from HMRC. £495 well spent and peace of mind that all forms were correct. One thinks “ IHT I can manage that”, then IHT435 & 436 and then another one with pensions etc etc. I think I ended up sending about 6 different IHT forms in and I know if I had ploughed on myself I would not have sent all the correct forms in.

I am a qualified accountant (although not a tax specialist, so no IHT experience), but even had that not been the case I’m sure I would have found the software easy and intuitive to follow. Helpline queries were answered very quickly and helpfully (within 24 hours). Absolutely didn’t need a solicitor. All 13 IHT forms were generated for me which I’d never have been able to do without help. I decided to apply for the probate certificate online to save time and just took the printout from the software and replicated it on the probate portal – again very easy.

To significantly reduce the cost of using a solicitor to do probate for my late mother; we decided to attempt probate ourselves. The platform was excellent and made what could be a difficult task, very manageable. The information required would have to be given to the solicitor, so it didn’t feel challenging inputting it ourselves (although her estate was relatively straight forward). It was great having support at the end of the phone. We had a couple of queries, which were responded to quickly and well. We were so impressed with the clear instructions at each stage and how the relevant forms were automatically generated for both HMRC and subsequently for probate. From starting to input data to gaining grant of probate took us 8 weeks! Would highly recommend.

Easy to use , never needed to contact them , awaiting the grant but confident having used you can do probate I’m not expecting mistakes

I can truly recommend YouCanDoProbate for an Estate that falls below the IHT threshold. The portal is excellent and easy to use and walks you through the process brilliantly. The support is also excellent with special mention for Tom. Many thanks to all

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.

i recently used you can do probate and found the whole process quite straight forward , its a lot cheaper than engaging probate solicitors and the advice and support you can do probate offer is very good , if you need to book a call for advice you get it same day normally within the hour of booking it

This service was an absolute Godsend! Faced with the daunting task of applying for probate after my Father’s death I was completely bamboozled by the number of forms and which ones were relevant. YouCanDoProbate made the whole process simple and easy to understand with advice and reassurance on hand at every step of the way. It was a very reasonable cost for an invaluable service. I would absolutely recommend this product.

Having spoken to HMRC for advice following the death of my Mum they told me what forms I needed…. the forms were multiple, long and confusing as where the notes to help you fill in the forms !!! This platform just seemed too good to be true which is what I said to Tom when I phoned to enquire . He was very informative and reassuring about how and why it works and reassured me there is constant support during the whole process of completion. I sat with the HMRC forms one more time, gave up again and then I registered on the platform which took minutes , paid my £499 and I never looked back . It really does all the work for you and yes on the couple of occasions I did need guidance Tom was there calling me back after logging a support call within half an hour . Completed the platform …. Probate forms then all printed off from the information you have already input and then just a trip to the post office to post and then peace of mind !! Now I’m just waiting for it to be processed by the Probate office .

Ease of use , consideration and understanding, knowledge of the system , made it as easy as possible

Easy to follow, well guided

I had obtained Probate twice before this one so the process was not completely unknown to me. However, since my last effort there have been changes to the process, so I looked for guidance and found YouCanDoProbate and decided to use them and their package. I cannot recommend them highly enough – the package and the support that accompanies it is superb. Thank you so much.