Category: Probate

Government announces hike in probate fees

The government has announced a hike in probate fees. The Draft Order for the new fees, which has been laid before the Parliament, is set to take probate fees up from a standard fee of £155 (for solicitor applications) and £215 (for personal applications) to a minimum fee of...

HMRC changes IHT form for gifts made 7 years before death

HMRC has released a new version of IHT403. The form is a supplementary form to the main inheritance tax account, IHT400. It has to be submitted whenever a deceased person made a gift (money, land or other assets of value) in the 7 years before they died unless the...

Guidance For Avoiding Delays to Processing Your IHT400

If you want to be sure that HMRC will stick to the timescales it has given on processing IHT400 accounts, then you should make sure you follow the guidance below. You need to make sure that when you submit Form IHT400 that you give all the information that HMRC...

HMRC Announces Improvements to Process and Timescales for IHT 400 Processing

Her Majesty’s Revenue and Customs (HMRC) Trusts and Estates, acting on feedback from the profession, has announced changes to how it processes inheritance tax accounts. The main changes relate to: 1) How long it takes to process the inheritance tax account (IHT400) 2) How long it takes to let...

HMRC Timetable for Processing IHT400

In its latest guidance, Her Majesty’s Revenue and Customs (HMRC) has issued new guidance for the timetable to processing IHT400 (inheritance tax account) forms. Use the timetable to find out when to expect to hear about your form IHT400. Download the timetable here....

Apply for probate

Have you had a death in the family? Giving probate assistance either to the family of the deceased or the executors is one of my most important private client services. This is a time that is normally fraught with anxiety. At the same time, there are a lot of...

Probate Dispute – find out your chances of success

Do you think you are being cheated out of your rightful inheritance? Are you planning to go to court to get your fair share? Stop! Before you spend a shedload of money on litigation, why not find out, for a small one-off fee what your chances of success are?...

The Intestacy Rules

If you die without making a Will the intestacy rules will apply to the distribution of your estate. The distribution of the estate depends on the category of relatives that you leave behind. You have a spouse/civil partner and no children: Spouse or civil partner gets everything.   You have...

Court Orders DNA Paternity Test in a Probate Dispute

Many probate cases come to court where there are questions over the paternity of a beneficiary. That was the case in Nield-Moir v Freeman. The facts were that Colin Birtle died without a Will. He had been married to Veronica but they divorced in 1977. Veronica had two children,...

New ISA Rules for Deceased Estates

Executors need to be aware of new rules relating to Individual Savings Accounts (ISAs). The rules were published in November 2017, but they will come into force on the 6th of April this year. As from that date any investments that are held in an ISA wrapper will not...