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How to Apply for a Grant of Probate (And Sort Inheritance Tax)

April 19, 2020 By Richard Farrell

This is a companion piece to an earlier post ‘How to D.I.Y. and Do Probate Yourself’.  We explain two core activities in more detail.

Let’s assume someone died, you found their will and it nominates you as executor.

You accept the nomination out of affection for the friend you lost, register the death and are ready so start implementing their final wishes. But wait: you need official permission from the authorities.  That includes making arrangements for inheritance tax. However your first major hurdle is valuing the estate.

Preparing an Application for a Grant of Probate

The core steps in fulfilling your appointed role as executor involve plenty of ‘paperwork’, although nowadays you can at least do it online.

1… Download Form PA1P which is the official probate application form.  You can complete it and file it safely on your computer. It will take you a while to locate all the assets, and complete all the details. This information will make administering the estate easier, so it’s worth doing a thorough job.

2… Value the estate as best you can, making sure you list all the assets, and subtract all debts and liabilities from the total value. Your goal is to establish whether the net result is below £325,000 or not, because that’s the point where inheritance tax becomes payable.

3… Download form IHT205 (no inheritance tax) or form IHT400 (inheritance tax due). Complete all the fields on the applicable one and save it in a safe place before you lodge. Here a few important considerations you should know:

A – You can’t apply for a grant of probate without an inheritance tax clearance from the HMRC tax authority

B – You must complete the IHT2015 form even is the estate is small because this is the only way to kick start the process

C – You have to make arrangements with HMRC to settle any tax due on an IHT400 form before they will issue a clearance

D – You can’t sell any assets in the estate: however you should be able to transfer money in a bank account if you send this form to the provider

E – Your only remaining option is to advance the inheritance tax in full, or in installments from your own funds. Many people resign their executorship at this stage and leave the problem with the Probate Office

4… If you make your peace with the HMRC and receive a clearance, you can send your probate application to your local probate office, and take a well-deserved break while you await the result.

Once You Are Past the Paperwork, You Can Get On with the Task

You now have the necessary authority to dispose of the deceased’s assets after settling debts according to the conditions of the will. We provide a probate house clearance service for people who find it painful to clear a dear-departed friend’s home, and dispose of the personal bric-a-brac they treasured while they were alive.

Tips for Administering Probate in a Potentially Insolvent Estate

What to Know About Declarations of Presumed Death

What is Probate Valuation, How Does It Work?

Filed Under: Chattels Valuation, Probate Valuation

Our House Clearance Services

We provide a full house clearance and property management solution:

  • We clear hoarded houses, regardless how big or how cluttered
  • We clear all types and sizes of property, irrespective of location, or access is restricted or where parking is difficult or not available.
  • We can help avoid water damage by draining the central heating system.
  • We can secure the property and change the locks.
  • We can reinstate the gardens and maintain them whilst the property is empty.
  • We can provide 24 hour security to eliminate the risk of squatting or unlawful occupation.

As well normal house clearances we specialise in clutter clearance and we can clear a hoarded house which may contain years of accumulated possessions, or which have abnormal amounts of general household items, sometimes as a result of compulsive hoarding syndrome.

Equally we can help to clear a property where the occupants were previously unwell and unable to care for themselves or their property which sometimes results in insanitary, dangerous or just plain unpleasant conditions.

More info

About Richard Farrell

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Client Reviews

Oct 6, 2020
by Edward Harvey on Avery Associates
Probate Contents Valuation London

Dear Jeffrey, Following your recent valuations, one for the property and the other for personal belongings etc, at the property in Lower Road London... Read More

Oct 5, 2020
by Mr Wood on Avery Associates
House Clearance In Oxford

Dear Jeff. I can not thank you enough . The house clearance wen like clock work. What a great team you sent me. Mr Wood

Oct 5, 2020
by Michael Hasning on Avery Associates
House Clearance Abingdon

“Avery Associates have supported me as the Executor to my late mother’s estate. In the first instance I found their website an excellent source of information... Read More

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