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
Inheritance Tax

What Gifts are Exempt from Inheritance Tax?

Not all gifts made during a person’s lifetime are subject to Inheritance Tax when they die. A number of specific exemptions mean that certain types of gift fall completely outside the IHT calculation.

Why gifts matter for IHT

Gifts made in the seven years before death are potentially chargeable as part of the estate. But gifts qualifying for an exemption are excluded entirely. Accurately identifying exempt gifts is an important part of getting the IHT400 right.

Key gift exemptions (an overview)

Annual gift exemption

Each person can give away a set amount per tax year free of IHT. Unused annual exemption from the previous year can also be carried forward once.

Small gifts exemption

Outright gifts up to a certain amount per recipient per tax year are also exempt. No limit on the number of recipients.

Gifts for weddings and civil partnerships

Gifts made on the occasion of a marriage or civil partnership are exempt up to amounts that vary by relationship.

Normal expenditure out of income

Gifts forming part of regular expenditure from income (not capital) that do not reduce the giver’s standard of living may qualify as exempt. The rules are detailed and require careful supporting evidence.

Gifts between spouses and civil partners

Generally exempt from IHT, provided the recipient is UK-domiciled.

Gifts to charity

Gifts to qualifying UK charities are exempt, with no upper limit.

YouCanDoProbate captures gift information through a structured gifts section and applies the appropriate exemptions automatically from your answers.

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
Great support. Friendly helpful support at all times. We did the probate superb advice and help.

I came across YouCanDoProbate whilst whilst scanning to get a company to help me do probate myself. At first I was surprised that this service was a fraction of the price that I had come across previously. What a great move to choose YCDP A great friendly and professional service. Got through our Probate with ease and total support. We had Tom supporting us. Such a terrific service, and great value Highly recommended Thank you

P M Wright
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
I found the platform very helpful

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

Mike
Trustpilot five star rating
Excellent produce and service

Looked carefully at online support for undertaking probate and decided to use this company due to the consistently high Trustpilot feedback. It did not disappoint. The process is easy to follow, excellent support documentation and I made use of the Support telephone service once – which was prompt and helpful.

angela french
Trustpilot five star rating
Exceptional company

Exceptional company. Made the whole process incredibly easy for me and I had to ask multiple questions at which time there was always someone approachable to ask. I would not hesitate to recommend. Very professional easy to use platform. Cannot thank them enough for their help.

jacqueline fawcett
Trustpilot five star rating
spot on

spot on. thanks.

Joe Pappy Dixon
Trustpilot five star rating
Save a fortune, use YOUCANDOPROBATE!

This service isn’t easy but it is brilliant! From our previous experience of using a solicitor for probate, who asked us to do 80% of the work, searching for bank records, certificates etc. etc. this service was difficult, not easy, but well worth it! The support team are excellent and help with those questions you can’t easily answer. Google helps immensely also. But the real benefit is saving at least 2% up to 5% of an inheritance. That would be most of one of my late mother-in-law’s grandkids inheritance. Bargain price makes it worth it! I am happy to strongly recommend this excellent service!

Liam
Trustpilot five star rating
Step by step guide throughout the process, and friendly helpful advisors.

Mine wasn’t a straight forward case. Following a very friendly informative chat with Tom, I felt confident to try and complete the process for myself. I had to ring and ask for a call back a couple of times, which they did very promptly. Luckily for me, I spoke to Tom on both occasions. He talked me through my issues, and helped me to complete the form the same day. I will be posting my documents tomorrow, and will hopefully do an update once I have received my grant of probate. I couldn’t find fault with any of the service, and would thoroughly recommend it. Thank you Tom.

Maria Denniss
Trustpilot five star rating
Ease the paperwork – a gem

It has been a real game-changer streamlined the process and lifted the burden of endless paperwork. It’s straightforward and took away so much stress from dealing with probate during a difficult time. Huge shout out to Tom for his patience and clear guidance; he made everything feel manageable and approachable. Honestly, I couldn’t imagine going through this without their support. We were quoted around £6,000 from lawyers! The Probate Office needs to help us out more by referring everyone to this site!

Lilly
Trustpilot five star rating
Very easy to use, 1st class service

Very easy to use and as they say you can contact any number of occasions as I did twice for advice. When you think I was quoted three times as much, therefore I would say they were value for money. If only the probate service was as quick.

Leslie Barnes
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
System was priced sensibly and easy to…

System was priced sensibly and easy to use

PJM
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