What Gifts are Exempt from Inheritance Tax?

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.

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!

So, so easy. I wish I had found sooner as I put off doing probate thinking it would be bad but it was fine. I got a bit stuck and had a quick call and then all went through smoothly. Thank you, I would definitely recommend to all.

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

An Excellant service. I made good use of the advice given in the app which made the process simple and unbelievably it was granted by the HMCTS just four working days after it was delivered to them. Admittedly it was a relatively simple estate but definitely worth considering using this app rather than very expensive solicitors.

Makes everything really simple. Got probate granted in 2 weeks!

It was all clear and concise instructions. You could leave the site at anytime and all your work is saved so you can go back to where you left off. The only negative I feel is that it doesn’t tell you until the end that you have to pay more money which was abit of a shock so maybe you could just make your applicants aware that it isn’t just £399. Thankyou though still as it only took 3 weeks to get the probate done and to become the administrator of my mums estate.

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.

This was the first Probate I’d applied for. Initially, I assumed I’d have no choice but to go via a solicitor who would have asked me to gather all the information required yet charge thousands of pounds for the service. After carrying out further research online, I came across the YouCanDoProbate website, read their Trustpilot reviews and made some other sensible checks. I phoned them and had an initial conversation with Tom who was friendly and knowledgeable and asked several questions about the estate (it was over the individual IHT threshold but would be using the Transferable Nil Rate Band of a pre-deceased spouse) and he confirmed the platform would be able to deal with this. I was a little nervous initially about whether this was the right way forward but decided to go for it, signed up and paid the £499 fee which gave me access to the platform via my usual web browser so no special software needed. From then on, it was a relatively straightforward administrative task of putting in the information required. I loved that it saved all the information so that if I was interrupted or had to stop, I could just go back to it later and pick up where I’d left off. It went through the estate details very logically – personal info of all those involved – the deceased, pre-deceased spouse, executors, beneficiaries then assets, liabilities, expenses, gifts etc. After filling in all the required information, the platform then generated the Estate Summary (in my case showing there was no inheritance tax to pay and confirming that I didn’t have to fill in a separate form to send to HMRC). It had autofilled all the relevant information I’d input in the previous sections and made all the calculations for me with a detailed breakdown as to how the figures were arrived at. When I needed help and a bit of reassurance on 4 occasions via support ticket email, requesting a callback for a specific time or calling directly, Adam and Tom answered my queries quickly and knowledgeably and I was fully reassured that the forms had been completed correctly. Once I was satisfied with the Estate Summary details, I was able to move on and the system generated the autofilled Probate form which I could download and print off for review before signing. If anything needed to be amended, it was possible to go back and do so throughout the entire process before completing one stage and moving on to another. While I chose to complete the forms over the course of several days, I think it would be possible to complete the whole process in a few hours if there were no interruptions. On Thurs 28th May, I posted off the PA1P probate form with all the other relevant documents required including the probate fee postal orders (so no time waiting for a cheque to clear). I used the 1st class Royal Mail tracked service which was delivered the next day. I received an acknowledgement of receipt email on Mon 1 June with a reference number, another email on Tues 2 June confirming that Probate had been approved and, finally, on Thurs 4 June, I received the Grant of Probate letter in the post, 4 working days after sending off the application. I was expecting to have to wait 3 or 4 months for a response and am truly amazed at the speed of the turnaround. I cannot thank YouCanDoProbate enough. It is an amazing service, worth every penny of the £499 cost and I highly recommend it.

I was so happy I found YouCanDoProbate. I did not even know where to start with this process but as soon as you register with them on line (and pay the fee) it guides you through step by step. You then just print off the the forms and send them off. It made a complicated system really simple for us.

I found the platform very helpful. I was especially impressed with the help desk capability – very timely and helpful.

Simple to use the online tools and help to complete my application