Inheritance Tax
What is the IHT400 Form, and When is it Required?
The IHT400 Inheritance Tax Account is the main HMRC form used to report the value of an estate and assess whether any Inheritance Tax is due.
What does the IHT400 cover?
- Details of the deceased and the estate
- The full value of all assets at the date of death
- All deductible liabilities and funeral costs
- Gifts made in the seven years before death
- All applicable exemptions and reliefs
- The calculation of any IHT liability
When is it required?
The IHT400 is only required where the estate is not an excepted estate. This is not only about whether Inheritance Tax is due: an estate can fall outside the conditions for an excepted estate even when no tax is payable. Most estates are excepted estates. For these, no Inheritance Tax forms are sent to HMRC at all: the estate’s values are entered directly on the Probate application instead. YouCanDoProbate works out from your answers whether the estate is excepted, and produces the IHT400 and its schedules only where they are needed.
What happens after it is submitted?
HMRC reviews the IHT400 and acknowledges the estate’s tax position. If IHT is due, it must be paid (at least in part) before Probate can be granted. HMRC then sends a unique Probate code, by letter, or by email if you chose to receive it that way, which is entered on the Probate application before it is sent to HMCTS.
YouCanDoProbate completes the full IHT400 and all required supplementary schedules automatically from your answers, with clear guidance on what to send to HMRC and the Probate Registry.
The easy and affordable way to apply for probate
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Provided clear and precise instructions as to what needs to be done. Made a complex process straight forward, especially for relatively simple estates.
I found this website incredibly helpful and it saved me a huge amount of money and time. I had been quoted £5-7k for a solicitor to do my mum’s probate, so I thought I would give YouCanDoProbate a try. It was very easy – the website guides you through. When I did have a query, I sent through the question and it was answered really quickly. Also, it was handy that it saved what I had done and I was able to leave it and come back to it again, so you don’t have to do it all at once. I would very much recommend.
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simple system and help available if needede
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.
Easy to use , never needed to contact them , awaiting the grant but confident having used you can do probate I’m not expecting mistakes
My wife and I are sensible, educated and technical people but the probate system via the HMRC/Gov websites just left us confused. We searched for help and YouCanDoProbate appeared on a search. Reviews were good so thought we should try it out. It really has been the best money spent. The step by step process which then completes all the forms you require, not being able to proceed until the previous step is ready and the general hand-holding is excellent. I used the telephone support once for a quick a question, which was answered perfectly. Really appreciate the help during a testing time. Have already recommended and will continue to do so.
Fantastic service..best £399 ever spent. I had quotes for over £5000 from solicitors I sent off my probate form on the 28th Oct 2024 (hard copy) I received an email on the 18th November 2024 letting me know that they had received my applications. I have just received my email 30/11/24, that my probate application has been granted… Just under a month all done. I was holding off doing this job for months as I was struggling to find a solicitors that I liked.. I am so happy I came across this company.. Honestly if I can do it so can anyone!!!
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.
Easy to do. Help always available. And it costs a lot less than solicitors. Excellent service.
System was priced sensibly and easy to use
I cannot say enough by way of thanks to this company. I was helped numerous times either by email or by booking a ‘call back’ and nothing seemed too much trouble. I could not have completed this application for probate without their assistance that’s for sure. What they say is so true – you have to supply a Solicitor with the information they need to complete the application so why not use YouCanDoProbate for a fraction of the Solicitor’s cost and do it yourself! All the information you supply is automatically put onto the application form so no writing involved. A massive thank you to Tom for all your help and patience!
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