Inheritance Tax Form Completion
Inheritance Tax Forms are notorious for being extremely complicated to complete for the average person. You may have spoken already with the Probate Registry, or HMRC, and they said that you needed to complete IHT205 or the even more complex IHT400, Inheritance Tax Returns.
If you are happy to apply for the grant yourself, and just want someone to complete the IHT forms for you, this is the most cost-effective method of getting your grant of probate or letters of administration.
Let us complete the IHT205 for you, starting at only £299 or IHT400 starting at £649 including VAT.
IHT205
5 out of 10 clients pay this price- Features,
- Digital Will Review
- Collection of DATA via Questionnaire
- Draft Form Review
- Completion of IHT205 form
- Print, Post & Self Sign
*Please note any marital status
IHT205 + IHT217
4 out of 10 clients pay this price- Features,
- Digital Will Review
- Collection of DATA via Questionnaire
- Draft Form Review
- Completion of IHT205 & IHT 217 forms
- Print, Post & Self Sign
*Please note widowed only.
IHT400
1 out of 10 clients pays this price- Features,
- Digital Will Review
- Collection of DATA via Questionnaire
- Draft Form Review
- Completion of IHT400 & 3 Schedules
- Digital Sign & Submission To HMRC
*Please note any marital status
Get an instant online quote for Inheritance Tax Form Completion for your circumstances
The most cost effective way of dealing with complex Inheritance Tax forms
Pursuant to the “Inheritance Tax Act 1984”
What’s included in general?
Our IHT form, fees cover all the Inheritance Tax work for the estate. This includes:
- Initial call with a specialist to establish how to proceed and the exact cost.
- Signing documents electronically or manually depending on required form.
- Portal access for uploading documents securely.
- A phone call with a probate specialist to collect information about the estate.
- IHT tax forms completed by our legal team.
- Getting the forms sent out to you by tracked post. (IHT205 & IHT217).
- Submitting IHT400 & up to 3 schedules to HMRC (electronic signature required).
- Providing you support over the phone or by email Monday to Friday, 7am to 11pm and weekends from 9am to 5pm.
- Assitance with probate registry forms.
What isn’t included?
- Drafting of Legal Statement.
- Probate registry fee + £273 (self pay)
- IHT400 Extra Schedules + £75 each
IHT205 Inheritance Tax: return of estate information for excepted estates
IHT 205 is used when there is no Inheritance Tax to pay. This is often called an excepted estate and is typical in estates where the assets are less than £325,000 in value.
Our Price £247.17 VAT £49.83 Total £299
Tax Document(s) Submission. IHT205
Typical Usage: This is used when the first spouse in a marriage or civil partnership dies and the total of the estate is below £325,000 or where the second spouse in a marriage or civil partnership dies and the total estate does not exceed £325,000 total.
Please Note: Client is to provide all information regarding the date of death and the balances of assets and liabilities.
We provide digital documents for you to download and sign and hard copy documents, in the post, should you not have a printer.
If you are in any doubt please call 0808 188 9008 for a free quote today.
Our Price £332.50 VAT £66.50 Total £399
Tax Document(s). IHT205 and IHT217
Please Note: Client is to provide all information regarding the date of death and the balances of assets and liabilities.
Client is also to provide information about the estate of the first to die in order to claim the transferable nil rate band.
We provide digital documents for you to download and sign and hard copy documents, in the post, should you not have a printer.
If you are in any doubt please call 0808 188 9008 for a free quote today.
IHT400 Inheritance Tax account use, if there’s Inheritance Tax to pay, or if the deceased’s estate does not qualify as an ‘excepted estate’.
IHT400 is used in conjunction with up to 25 related schedules.
- Includes IHT405 Houses, Land and Buildings owned by the deceased.
- Includes IHT406 Bank & Building Society Accounts, National Savings Accounts, Premium Bonds and Other National Savings and Investments products.
- Includes IHT421 Inheritance Tax Release
The above are the three most commonly used schedules and cover about 88% of IHT400 cases.
Our Price From £540.83 VAT £108.17 Total £649.00 Preparation and Submission of IHT400 and three schedules. Extra schedules £75 each.
Please Note: Client is to provide all information regarding the date of death and the balances of assets and liabilities or information relating to the death of the 1st spouse or civil partner is required to able to obtain transferable nil rate band (TNRB) and or transferable residential nil rate band. (TRNRB)
The fixed fee includes the completion of the IHT400 and related schedules and arranging the signature of the Account. We also liaise with HMRC to obtain the necessary clearance receipt from HMRC. Please note that this type of estate takes an absolute minimum of 5 weeks longer than an IHT205 due to its complexity and having to wait for HMRC to release the estate.
If you are in any doubt please call 0808 188 9008 for a free quote today.
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IHT 205 & IHT217
PROBATE REGISTRY
Once you are our client, you can book your questionnaire call for an appointment at your convenience from 7am-11pm weekdays and 9am – 5pm weekends. (Calls take between 15 minutes and 60 minutes ).
Following a questionnaire call, and your approval of the information we have gathered. We can complete the IHT forms within 2 business days, for IHT205 and IHT217. These will be sent to you for a wet signature. Once signed you can submit them along with your probate forms.
Once you are our client, you can book your questionnaire call for an appointment at your convenience from 7am-11pm weekdays and 9am – 5pm weekends. (Calls take between 15 minutes and 60 minutes ).
Following a questionnaire call, and your approval of the information we have gathered. We can complete the IHT forms within 5 business days, for IHT400. These will be sent to you for a digital signature. Once signed, we will submit them to HMRC on your behalf.
CUSTOMER REVIEWS
My mum dying suddenly of double heart failure, I was suddenly plunged into the world of probate that I, like many, know nothing about. Trying to grieve, I had to navigate lots of conflicting information regarding the probate procedures, my local solicitors wanted to charge astronomical amounts for quite a simple inheritance, me being an only child and beneficiary. After googling around and speaking to various companies I luckily found Probate Specialist. From the moment i spoke to Stephen, I knew he was experienced and he really started to put my mind at ease, he listened first patiently and then gave his analysis of my situation, talked me though the process and was very honest about government deadlines, waiting times and things to look out for. Probate specialist really know their stuff, they always get back to you promptly, their online portal and systems work really well, giving you the transparency of seeing your documents and what stage you are in. My main bugbear of the probate world is, there are so many companies massively profiting by taking advantage of grieving people and their lack of knowledge of this industry and believe me this is a huge industry. Stephen and his team are very compassionate and they charge a very fair price and you really feel like this is an honest company with integrity. I don’t normally write reviews, but I felt compelled to, as the probate world is very complex in some cases, but usually like my situation it is fairly straight forward and you find your local solicitors are charging ridiculous sums of money and tbh ripping people off. Companies like this one are a diamond in the rough and I have no hesitation in wholeheartedly recommending Probate Service, you won’t be disappointed
Very reasonably priced. Stephen supported me all the way through with excellent advice and removed all the stress in the process. Contractually all Probate Specialist Limited's duties were to gain probate, but Stephen continues offer help and support - going above and beyond. Very highly recommended.
Stephen supplied great advice and delivered the whole probate service on time and on budget. The website is well designed and keeps the customer in the loop and engaged
Very rarely do you feel that somebody is really on your side. Stephen and his team did everything they could to help me overcome the bureaucracy at an emotionally difficult time. They are trying to make the process as simple as possible, cutting out the stupidities of the outdated law around inheritance and death duties.
Stephen was consistently helpful, informative, friendly and incredibly efficient. We thoroughly recommend Probate Specialists to help you avoid unnecessary stress or expense when navigating your way through the probate process.
PSL are true experts in their field. The process was complex but PSL made the process easier to understand and manage. Efficient and professional at all times.
Stephen helped with every aspect of the application and his knowledge was invaluable. We managed to get the forms uploaded and application sent on the same day. Stephen knows what can delay the process and was on hand to offer invaluable insights and advice. He was available when called and responded promptly to emails and messages. I would recommend him because he clearly knows his stuff and will get it done efficiently as long as you provide what is needed
I knew what Probate was but had no idea of the detail involved. To have all my questions answered (even at the weekend) and all paperwork completed on my behalf make the process tolerable and almost a pleasure at a difficult time.
I initially started doing the probate application myself and quickly realised I was out of my depth. Stephen and his team provided a professional, streamlined and faultless service, just when I needed help most. I can’t recommend Probate Specialists Ltd highly enough. Thank you
The application for Probate during a difficult time can seem daunting. The service provided by Stephen was exemplary. From start to completion the process was made simple,. He is always available to assist in gathering the required documentation, he completes the process in quick time. I have no hesitation in recommending his services.
Mr Stephen Jameson made what is a very complicated procedure look easy. All the pressure on the family at a time of bereavement was taken away with the ease of conversation with Stephen, every hiccup we encountered was explained in detail to us with patience and calmness. He was always readily available and would call back promptly. Our probate was granted thanks to the diligence and professionalism of a company we would highly recommend to anyone looking to negotiate the road to probate.
Such a wonderful service, efficient, professional and caring. Stephen was so lovely to talk to and was very patient and making sure I understood the process.
Fantastic, Stephen took all the stress away from me. After initially consulting a solicitor I was so stressed and the bill was going to be ridiculous. One phone call to Probate Specialist Limited and felt so relieved. Everything was explained simply, the time scale just as he said and the charge was excellent! I cannot recommend them enough! Many thanks for all the help and understanding. Will definitely be passing their number on to anyone in the same position!
Highly Recommend- very professional and knowledgable and easy to deal with using their on line system and phone consultation. I’m so glad I didn’t try and navigate the probate system myself when Stephen and the team can get it done and offer value for money. Excellent service
Excellent Service
Excellent from start to finish. Very professional and compassionate at a difficult time. Stephen is a gentleman who does his best to get it done as hassle free as possible. Definitely lucky to have found Probate Specialist.
Excellent service and advice from Stephen. Made this daunting process simple. Would thoroughly recommend.
Excellent communications keeping us informed and the probate was completed on time.
On accessing the help of this Company for further matters relating to probate, I am so very pleased to say that once again, I was delighted with the Service provided by Stephen. As before, he was incredibly helpful and meticulous in the way everything was handled. It is clear to me that he is passionate about trying to help people through challenging circumstances and he always strives to do the best that he can. Probate Specialists are extremely efficient, honest and dependable and I can recommend this Company to others with complete confidence.
Would happily recommend this company. Very thorough efficient and professional. Sympathetic at a difficult time.
The service and support provided by Stephen has been absolutely first rate and I am more than satisfied. I would recommend and I will be using again in the future.
Just wanted to say thank you for help dealing with my Dad's probate, it made a difficult time for me and my sister less stressful, and I would thoroughly recommend your services, many thanks
Excellent service. Stephen was always available to help and talk you through this process. I would use this company again
Stephen so helpful, nice to be able to talk on phone to sort out any questions I had.
Best Probate service in UK. The most cost effective probate guys out there which was what initially drew me in. Throughout the entire process of my probate Stephen has been amazing, he's kept me informed with communication even provided outside of office hours and hes taken ownership of my probate task ensuring it was completed even though the courts were causing delays. The guidance and professionalism is way beyond what you would expect and the overall service is even better than what's offered by top 'by the book' solicitors. Thank you so much!
People say that you can apply for probate on your own. This may be true, but I expected to go round in circles, and make lots of mistakes, wasting a lot of time. The solicitor quoted £5,000 upwards to apply. So I looked online, and found Probate Specialist Ltd. What a fantastic find! Stephen is highly competent, has a process set up which is extremely straightforward, and he communicates regularly to ensure everything is on track. There were no delays at all in the process, and because my father's estate was simple, probate was granted within 6 weeks of his death, which is extraordinary. I hope I don't have to use his services again (for obvious reasons), but cannot recommend him enough if you are in need of help applying for probate.
I attempted to complete the Inheritance Tax form and apply for probate myself following my sister’s passing. It was a very difficult time and I found the IHT form to be incredibly confusing and virtually impossible to complete. I therefore contacted Probate Specialist Ltd and spoke to Stephen, asking if he could help me. I had a telephone appointment and answered a number of very straightforward questions. No form filling on my part, I just had to check the info that Stephen had recorded. He even arranged for couriers! It really was as simple as that. A super company, and Stephen is delightful - very friendly and easy to talk to. He made the really devastating experience of losing my sister a little more bearable especially when there is so much to deal with upon losing a loved one. I cannot recommend P.S. Ltd highly enough.
Here are the top three ways we help you save money:
Fixed Fee Quote
We don’t believe in charging on an hourly or percentage basis, so we always offer a fixed-fee quote upfront. This helps make sure there are no hidden costs or surprises to our clients during the process.
Transparent Service
Seeing is believing, Our portal and document share facilities allow you to see the process and all the forms once completed. Giving you peace of mind and confidence. We also store copies for you to download.
IHT Management
Our IHT specialists handle everything over the phone for you and deal with all the paperwork on your behalf. This means there’s no stress in dealing with complex Inheritance Tax documents for the estate.
Our Team Are Ready! 7 Days A Week
UK's leading team of experienced and knowledgeable lawyers.
National coverage throughout England & Wales.
Buy online
We are so transparent on prices, we now offer a new webshop where you can look through the different packages in your own time whilst relaxing at home. Avoid all the stress and hassle of going from company to company having to fill out numerous forms and then getting spammed with lots of emails and receiving numerous phone calls just to get a price. (We never spam).
Appointments
- 5th Floor 167 169 Great Portland Street Marylebone London W1W 5PF
- email@probatespecialistltd.co.uk
- 0207 965 7568
- 0844 884 8509