Skip to main content
MON - SAT
9am - 6pm
User Login
When did you purchase access to your YouCanDoProbate account?
On or after 1st March 2025
On or before 28th February 2025
Don’t have an account? Sign up here
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
Ready to begin?

The easy and affordable way to apply for probate

Register today and work through your application at your own pace, with unlimited UK-based expert support whenever you need it.
Try it risk-free · 14 Day Money Back Guarantee
Call 0800 689 1447 · Monday to Saturday, 9am to 6pm
Got a question while you are reading?
Our team of experts are on hand to help. Call us, or Request a Callback. No obligation. Just honest answers.
Trustpilot five star rating
Having spoken to HMRC for advice…

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 .

Karen
Trustpilot five star rating
Probate forms

When completing the forms, any query I had as soon as I emailed them they got back to me straight away. Also it would not let you finish the section until you had filled out all that was needed. Helpful that you could save and go back in when you had the answer you needed.

anna smullen
Trustpilot five star rating
I’ve used the online tool on two…

I’ve used the online tool on two occasions now and personally I believe its the best around. The system is both easy to use and very intuitive and the aftersales is second to none. Well done and congratulations for bring this tool to the masses.

Paul Doherty
Trustpilot five star rating
This was money well spent made life so…

This was money well spent made life so much easier and prevented any time being wasted by not sending all relevant documents and having to re submit.

Mr Walker
Trustpilot five star rating
My mother died in March this year and I…

My mother died in March this year and I now have an IHT421 AND Probate. Very happy with the process and occasional need to call for guidance. Callbacks were always prompt and informed. The idea of having a named case worker is as particularly helpful.

Mike B
Trustpilot five star rating
90 years old Computer Dummy & Dyslectic

Being 90 years old found the prospect of applying for probate extremely daunting, the registrar of deaths told me to approach the “Bereavement Support Group” who in turn informed me of the web site to down load forms from, this I achieved (all 22pages), and commenced to fill in the answers required, got stuck on one question but the system would then not let me to advance to stage 2 until all was 100% on stage 1. Then phoned “You Can Do Probate” and a gentleman then proceeded to not only help with the unanswered question in Stage.1 but over the next two hours took me thro all the other stages, after which he told me to read very carefully thro the answers for any typo’s or anything not to my liking and to phone him (Giving me his personal phone no) if so. there was one item I was not happy with so made contact again, and he then very carefully took me thro the procedure to make these changes (could never achieved by myself) Then on the 24th July mailed all pages to the Probate Service and on the 14th August received my Probate Certificates Wunderbar

John William Dennis Symonds
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
Trustpilot five star rating
Excellent and easy service to use and a great price

We decided to use you can do private after realising how much a solicitor would charge us The forms were easy step by step all information and questions we needed to ask were easily found. The online and telephone support was excellent we are still going through it as takes up to 16 weeks for it to be completed We were very impressed and so would our dad be if he thought it was saving us money

Amanda Gilbert
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
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
The whole process was very straight…

The whole process was very straight forward.

Mrs Jean Dennis
Trustpilot five star rating
Brilliant

I can’t believe how incredibly smooth the probate process was with this company! I was on the verge of hiring a solicitor, which would have cost me a small fortune. Every probate case is unique, but in my situation, everything was wrapped up in just 15 days. From the moment I filled out the easy “you-can-do-probate” form, to sending it off to HMRC, I was amazed at how quickly I received the email confirming that probate had been granted. I genuinely can’t recommend this company enough! If I could, I’d give them 10 stars without hesitation!

Teresa OConnor
AFFORDABLE FIXED PRICE
Forms filled in for you
No expertise needed
Unlimited UK support
Save money, time and stress with YouCanDoProbate
One time payment

£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).
Get started in 3 simple steps
STEP 1
CLICK HERE TO BUY NOW
STEP 2
REGISTER AND PAY
STEP 3
LOGIN AND BEGIN
Trustpilot
14 Day Money Back Guarantee
14 Day Money
Back Guarantee
T&Cs apply.
We're here to help
Call 0800 689 1447
Monday to Saturday; 9am - 6pm

Trusted & Secure

ISO 27001 certifiedSSL secure256-bit encryptionTwo-factor authenticationAWS Partner NetworkStripePayPalApple PayGoogle Pay
More about YouCanDoProbate

See how it works

See exactly how straightforward this is, from your first question to your completed forms.

Why choose us

Thousands saved, weeks not months, and you stay in control throughout.

Our story

We have been where you are. That is why YouCanDoProbate exists.
© 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.

Request a Callback

We’ll call you back as soon as possible during working hours. Our friendly, UK based experts are here to help. Prefer to talk now? Call 0800 689 1447, Monday to Saturday, 9am to 6pm.
Existing user? We kindly ask you to get in touch with us using the support channels within the platform