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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Guidance for executors
Probate Resources
A curated collection of official guidance, professional bodies, and support services. Everything you need as an executor, in one place.
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HMRC & Tax
Inheritance Tax Guidance
Official HMRC resources for understanding your Inheritance Tax obligations as executor.
IHT400 form and notes
The main Inheritance Tax account form. Required when the estate exceeds the nil-rate band or does not qualify for simplified reporting.
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Inheritance Tax thresholds
Current nil-rate band (£325,000) and residence nil-rate band (£175,000). Essential for calculating whether the estate owes tax.
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Valuing the estate for Inheritance Tax
HMRC guidance on how to value different types of assets, including when you need a professional valuation.
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Probate Process
Applying for Probate
Step-by-step guidance on the probate application process and where to find your local probate registry.
Apply for probate
The official GOV.UK guide to applying for a grant of probate. Covers who can apply, what you need, and how long it takes.
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HM Courts & Tribunals Service — Probate
Find your local probate registry, check processing times, and access court forms for probate applications.
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What to do when someone dies
A comprehensive timeline of responsibilities — from registering the death to distributing the estate.
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Professional Bodies
Professional Directories and Standards
Directories and standards that can help you check whether a provider has credentials relevant to the work you need.
RICS — Royal Institution of Chartered Surveyors
Search for regulated firms and registered valuers, and read the RICS valuation standards that apply to relevant professional valuation work.
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NAJ — National Association of Jewellers
The UK jewellery trade body. Its Institute of Registered Valuers directory can help you check a jewellery valuer and their stated specialisms.
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Gem-A — Gemmological Association of Great Britain
A gemmology education and membership body whose qualifications can be relevant when gemstone identification or grading is part of the work.
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BADA — British Antique Dealers' Association
A trade association for art and antique dealers with a member directory and code of conduct.
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SOFAA — Society of Fine Art Auctioneers and Valuers
A professional body and directory for fine-art auctioneers and valuers. Confirm an individual provider's relevant category experience.
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Legal & Financial Help
Getting Professional Support
Independent advice on finding a probate solicitor, understanding your rights, and managing estate finances.
The Law Society — Find a Solicitor
Search for solicitors specialising in probate and estate administration. Useful if the estate is complex or contested.
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Citizens Advice — Dealing with the estate
Free, impartial guidance on executor duties, distributing assets, and dealing with debts owed by the estate.
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MoneyHelper — Bereavement
Government-backed financial guidance covering pensions after death, bank accounts, insurance, and managing estate finances.
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STEP — Society of Trust and Estate Practitioners
The global professional association for trust and estate practitioners. Find a STEP member for complex estate planning and administration.
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Get a Probate Valuation
Tell us what needs valuing and where the estate is. We will put you in touch with an independent valuer who can quote for the work.
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