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On or after 1st March 2025
On or before 28th February 2025
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Inheritance Tax

What are the IHT400 Supplementary Schedules?

The IHT400 Inheritance Tax Account is rarely submitted alone. Depending on the circumstances of the estate, it must be accompanied by supplementary schedules providing HMRC with detailed information about specific categories of assets, exemptions, and reliefs.

The schedules YouCanDoProbate completes

  • IHT400 Calculation: working out the Inheritance Tax due, where tax is payable
  • IHT402: Claim to transfer unused nil rate band from a late spouse or civil partner
  • IHT403: Gifts and other transfers of value
  • IHT404: Jointly owned assets
  • IHT405: Houses, land, buildings and interests in land
  • IHT406: Bank and building society accounts
  • IHT407: Household and personal goods
  • IHT408: Household and personal goods donated to charity
  • IHT409: Pensions
  • IHT410: Life assurance and annuities
  • IHT411: Listed stocks and shares
  • IHT412: Unlisted stocks and shares, and control holdings
  • IHT415: Interest in another estate
  • IHT416: Debts due to the estate
  • IHT417: Foreign assets
  • IHT419: Debts owed by the deceased
  • IHT423: Direct Payment Scheme bank or building society account
  • IHT435: Claim for the residence nil rate band
  • IHT436: Claim to transfer unused residence nil rate band from a late spouse or civil partner

The platform does not currently produce IHT413 (business and partnership interests), IHT414 (agricultural relief), IHT418 (assets held in trust) or IHT420 (national heritage assets).

How YouCanDoProbate handles the schedules

YouCanDoProbate determines automatically which schedules are needed based on the estate information you enter, and completes each one from your answers alongside the main IHT400. You do not need to know which schedules exist or whether they apply.

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VERY SIMPLE TO FOLLOW

VERY SIMPLE TO FOLLOW

Tom Fuller
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Smooth

Any problem that I came up against, was sorted out over the phone , I highly recommend youcandoprobate

Andrew
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The whole process was very simple

The whole process was very simple. If I can do probate with this website, anybody can!

KD
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Easy platform to navigate

Easy platform to navigate, all the totals are done on auto can not fault in any way, once probate and HMRC code completed the grant was issued in less than three weeks.

Rob kemp
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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
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Solicitors wanted to charge me between…

Solicitors wanted to charge me between £2300 and £2700! They made it sound very complicated. I contacted this firm who offered a fixed fee of £500. Their online platform was easy to follow. When I ran into a couple of things I wasn’t sure of I called their helpline. They guided me through those areas and it was all sorted and posted off the same day. The solicitors had quoted me six to twelve months to get the Grant. I’ve just received it in six weeks! I don’t normally bother with writing reviews but felt I had to with this firm. They were superb. I’m just coming up to eighty and hate form filling. If I can do it , anyone can. Excellent.

Richard Buckingham
Trustpilot five star rating
Easy to use and great support – would recommend

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.

customer
Trustpilot five star rating
This is a fabulous piece of software…

This is a fabulous piece of software and wonderful support. I have never had to go through the process before and the software made it simple and manageable. When I had a question, they were very very quick to respond and gave me all the time I needed and super advice which saved me time and money. Fabulous company, I highly recommend.

customer
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Easier to complete than I initially…

Easier to complete than I initially thought.

Lynn Wasnidge
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Easy to use. Great service and a saving of £2000!

I HIGHLY recommend the platform for anyone wanting to save solicitors fees and who wants to apply themselves. £325 gives you an easy to use platform that asks questions that are easy to understand. It is intuitive to use and red flags you if there is anything missing. Support is 1st class, sent an email question on a Sunday afternoon and had a reply 2 hours later! YCDP cuts out large parts of the probate forms that do not apply to your own application….My application was straightforward and the actual time i took on the YCDP platform was probably 30 mins. Quotes from solicitors were £2k to £3k JUST to fill out the forms, bear in mind that you have to provide the solicitors with all the details. Brilliant service – Easy to use.

Mike Adkins
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Highly recommend this company

Highly recommend this company. The intuitive software is easy to use and the friendly and professional telephone support is excellent. On the advise of the team I posted off my documents as I had considered using the government online form assuming it may be quicker! However Probate was granted in 15 days from when I posted my documents. Thank you to all the team at You Can Do Probate for making a stressful and emotional task much easier to navigate without the need of expensive solicitors! Nb The only improvement that I feel would be beneficial is the function to print the breakdown of all the values and calculations

SJ
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I am so glad that I chose to invest in…

I am so glad that I chose to invest in this software. It is a simple tool which guides you through the process in a very clear way. Firstly you can input the required information about the estate (which you would have to collate and provide to a solicitor anyway) and it then determines which forms need to be populated to apply for probate (and inheritance tax), and populates them correctly. It has saved us a lot of time and money . The customer support team are very knowledgeable, helpful and friendly, and easy to get hold of. Thank you for making this a smooth process at a difficult time. Our grant of probate was received today which was only 5-6 weeks after receipt of the application by the probate office at a time where the probate office are quoting 8 week lead times to acknowledge probate application receipt.

Hilary Spain
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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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