HMRC Inheritance Tax guidance
The starting point for understanding Inheritance Tax — who pays, current thresholds, and how to report the estate to HMRC.
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Professional Estate Services
A curated collection of official guidance, professional bodies, and support services. Everything you need as an executor, in one place.
HMRC & Tax
Official HMRC resources for understanding your Inheritance Tax obligations as executor.
The starting point for understanding Inheritance Tax — who pays, current thresholds, and how to report the estate to HMRC.
The main Inheritance Tax account form. Required when the estate exceeds the nil-rate band or does not qualify for simplified reporting.
Current nil-rate band (£325,000) and residence nil-rate band (£175,000). Essential for calculating whether the estate owes tax.
HMRC guidance on how to value different types of assets, including when you need a professional valuation.
Probate Process
Step-by-step guidance on the probate application process and where to find your local probate registry.
The official GOV.UK guide to applying for a grant of probate. Covers who can apply, what you need, and how long it takes.
Find your local probate registry, check processing times, and access court forms for probate applications.
A comprehensive timeline of responsibilities — from registering the death to distributing the estate.
Professional Bodies
The professional bodies that accredit valuers. Membership of these organisations is a mark of competence that HMRC recognises.
The gold standard for property valuers. RICS members follow the Red Book valuation standards accepted by HMRC and the courts.
The UK trade body for jewellers and jewellery valuers. NAJ-registered valuers hold recognised qualifications in gemmology and valuation.
The international authority on gemmology. Gem-A qualifications (FGA, DGA) are the benchmark for gemstone identification and grading.
The leading trade association for antique dealers. BADA members adhere to a strict code of practice and can provide valuations for probate.
Specialist body for fine art auctioneers and valuers. Members have expertise in paintings, sculpture, and decorative arts.
Legal & Financial Help
Independent advice on finding a probate solicitor, understanding your rights, and managing estate finances.
Search for solicitors specialising in probate and estate administration. Useful if the estate is complex or contested.
Free, impartial guidance on executor duties, distributing assets, and dealing with debts owed by the estate.
Government-backed financial guidance covering pensions after death, bank accounts, insurance, and managing estate finances.
The global professional association for trust and estate practitioners. Find a STEP member for complex estate planning and administration.
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Connect with a qualified probate valuer. HMRC-compliant reports delivered with discretion and professionalism.