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Using YouCanDoProbate

How Does YouCanDoProbate Calculate the Estate and Inheritance Tax?

The estate calculation and Inheritance Tax assessment are the most technically demanding parts of any Probate application. This article explains how the YouCanDoProbate platform handles them.

The calculation process

As you enter information through the platform walkthrough, the system builds the calculation in the background. By the time all sections are complete, it has:

  • Totalled all assets and deducted all liabilities to reach the net estate value
  • Identified which gifts are taxable and which fall within an exemption
  • Applied all applicable IHT allowances including NRB, RNRB, TNRB, and TRNRB correctly and in the right order
  • Determined whether IHT is due and the exact amount
  • Selected the correct IHT400 supplementary schedules and populated every section

What you do not need to understand

You do not need to know the IHT rates, the conditions attached to the RNRB, how taper relief works, or which supplementary schedules exist. The platform handles all of this from your answers.

Independent verification

YouCanDoProbate holds ICAEW Technology Accreditation. Its calculations and form outputs have been independently assessed by RSM on behalf of the Institute of Chartered Accountants in England and Wales and confirmed to be accurate and compliant.

What the platform produces

  • Completed PA1P or PA1A Probate application form
  • Full IHT400 Inheritance Tax Account
  • All applicable IHT400 supplementary schedules
  • Clear, step-by-step submission guidance
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Trustpilot five star rating
I can truly recommend YouCanDoProbate…

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

Andy Lewis
Trustpilot five star rating
Very easy to use

Very easy to use; user friendly, good people to deal with, very helpful, great software, well designed

M J Roberts Associates Ltd
Trustpilot five star rating
The process from start to finish was so…

The process from start to finish was so easy and the site actually walks you through everything you need to do, it only brings up the forms that are relevant to your probate claim and even self populates them for you, all this and at a fraction of the cost of employing the services of a solicitor. I would not hesitate in recommending them to anyone.

Stephen White
Trustpilot five star rating
Amazingly high level of customer…

Amazingly high level of customer service and advice. Very easy to use.

Andrea
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
Easy navigation

Easy to follow, well guided

Carol Lent
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
Excellent and easy way to do probate…

Excellent and easy way to do probate yourself for a fraction of the cost.

Andrew Porter
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
Easy to use

Easy to use. Questions by email replied in the same day.

Carol
Trustpilot five star rating
Happy to recommend

I was quoted thousands to outsource the probate process. I thus thought whether I could do it myself. After doing some research it did seem possible. I came across the YCDP website and the rest is history. The process was easy to follow and help via messaging was super fast. It cost £500 (+£301 for HM Probate department) which was £££ less than the other options. If you feel your sources of potential inheritance are fairly clear then I am happy to recommend YCDP

Tanvir Khondaker
Trustpilot five star rating
Excellent service, guaranteed peace of mind

From my first call to YouCanDoProbate I felt confident in the help I would receive throughout the process of applying for grant of probate for my mum’s estate. The HMRC forms are not complicated but having access to support and having confirmation that no tax is due and that you have declared everything correctly, is very reassuring. It is worth the money for peace of mind and cost much less than hiring a solicitor

MISS RACHEL NAYLOR
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£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).
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Our story

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© YouCanDoProbate • YouCanDoProbate is a trading name of Kabing Ltd.
YouCanDoProbate is not a law firm, is not authorised to conduct reserved legal activities, and is not regulated by the Solicitors Regulation Authority (SRA). Our digital service is a self-help online platform for you to input data, navigate forms, and manage your own inheritance tax returns and probate applications as a lay applicant. It provides administrative utility tools, forms, and general information. Our telephone, email, support ticket, and live chat support provide administrative and technical guidance only. We do not provide legal, estate planning, or tax advice, and our service is not a substitute for a regulated professional’s advice regarding complex estate or tax matters.
© Kabing Ltd | All Rights Reserved. Company number 12125399.

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