Probate Assistant Limited was created to fill a need within estate administration services; providing a cost-effective service for families who find themselves needing assistance when completing an inheritance tax return.
In the past, solicitors were widely called upon to assist with the full estate administration process, often at a high fee, but with the process becoming more and more user-friendly for the non-professional, it is becoming more and more common for estate's to be administered without the aide of a solicitor. This not only allows you to save costs, but also allows you to remain in control of the administration of the estate.
However, as Probate Professionals, time after time we found the number one reason families were turning to the services of solicitors and estate administration companies was one thing - the inheritance tax paperwork! We get it, we are well versed in HMRC's requirements from years of having completed them, but for the average family member or layman executor who finds themselves tasked with completing the inheritance tax return, it is understandably daunting.
Traditionally, when seeking assistance with the inheritance tax return, a 'Grant extraction only' service is offered; whereby the professional completes the inheritance tax return and the application for Grant of Representation under a combined fee. The cost for this can vary vastly by practitioners. However, if you were only wanting assistance with the inheritance tax return, and you are otherwise ready and willing to complete the application paperwork yourself, the 'Grant only' service is an expensive, and often time consuming, option.
That is where we come in. We offer a straight-forward, transparent, and cost-effective solution for executors or administrators needing help with the completion of the inheritance tax paperwork. You pay for nothing more than you need, remain in control of the estate, and are free to continue completing the remaining stages of the grant application process. Meaning less stress for you, quicker processing times, and, importantly, minimises the costs incurred for you, and ultimately, the beneficiaries.
Have any questions about our services? Please don't hesitate to reach out to us at info@probateassistant.co.uk.
Please reach us at info@probateassistant.co.uk if you have any further questions
Completion of full inheritance tax return, form IHT400 and accompanying schedules, based upon the valuations and estate information provided to us, including tax calculation and covering letter to HMRC, where required.
We will email you will a list of our requirements upon instruction, this will include, but not be limited to, a copy of the deceased's death certificate, full asset information, copy Will and information about the deceased's spouse's estate (where applicable), and more. If you have any questions about our requirements ahead of instructing us, or you wish to know what we will require in advance of this, please contact us at info@probateassistant.co.uk
Your completed return will be provided to you by post or email, in accordance with your preference.
Average completion time is 7 working days from the date of receipt of all required information, please contact us in advance to discuss your needs should you have an urgent request and we will try to accommodate you wherever possible.
Probate Assistant Limited was created to fill a specific need for completion of inheritance tax paperwork, we do not offer grant application services.
As soon as you have obtained valuations of the deceased's estate. If you have any questions on what you will require, please contact us.
HMRC require the inheritance tax return submitted to them within 12 months of the deceased's date of death, and it is required to be submitted before applying for probate. Please be aware, HMRC does impose penalties for late submission unless in cases of extraordinary circumstances.
Not necessarily. If the estate meets HMRC's criteria for 'excepted estates', an informal reporting option is available through your grant application. Further information is available through HMRC's dedicated website or advice line.
No. Any estate that does not meet the 'excepted estate' criteria will require a full inheritance tax account. Should you be looking to claim the residence nil rate band or transferable residence nil rate bands, a full inheritance tax return will be required.
Yes! Please email us at info@probateassistant.co.uk.
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