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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
Peace of mind at fraction of cost & well worth the money.

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.

kch
Trustpilot five star rating
I found this service very easy to use

I found this service was very easy to use and straightforward. I have given it a 5 star rating and I would recommend it. I telephoned the helpline twice and was extremely happy with the help/guidence I received.

Sandra Young
Trustpilot five star rating
I found it very helpful but of special…

I found it very helpful but of special note is the fact you can call their helpline for assistance which I did on a few occasions. They were always very patient and solved my issues.

Martin Greaney
Trustpilot five star rating
A compass for navigating a difficult journey

Probate is a tricky (and potentially expensive) area for most people to navigate. YouCanDoProbate really does make it possible for anyone who is moderately computer literate to successfully put in an application themselves. The website is arguably the best of its kind that I have ever used. I needed to have four phone consultations to reassure me on various points. The calls were prompt, unrushed, and with someone who really knew what they were talking about. Brilliant.

David Moseley
Trustpilot five star rating
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
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 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
Trustpilot five star rating
You Can Do Probate has saved me thousands

You Can Do Probate has saved me thousands of pounds. The system is incredibly easy to use. You do need to do your research so that you can answer the questions honestly and accurately, but everything you need is either included in the guidance in the system itself or readily available on the gov.uk website. The system also does a “sanity check” before you commit to paying for the license, to check that the system is suitable for your specific needs. So, you know before you commit whether the system is suitable for your specific circumstances. I submitted the forms prepared for me by You Can Do Probate and received my grant of probate 7 weeks later. Very happy.

JEH Executors
Trustpilot five star rating
I would highly recommend this service

I would highly recommend this service, they go above and beyond to make sure you understand and can complete, they take away any hassle or concern, would give more than 5 stars if I could

Caroline Howe
Trustpilot five star rating
YouCanDoProbate.

YouCanDoProbate were very helpful when things needed explaining a little more, The questionnaire needed a bit of research to get the information needed but overall things went smoothly.

Maxi
Trustpilot five star rating
YouCanDoProbate is a brilliant piece of software

This is a brilliant piece of software. Very easy to use and intuative and, makes the daunting task of applying for a Grant of Probate easy for anyone who can use a computer. It makes using a solicitor for this task completely redundant. Also, the on line help is excellent as you can actually speak to a human.

STEPHEN JOHN CLARK
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).
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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.
© Kabing Ltd | All Rights Reserved. Company number 12125399.

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