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,
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Digital Will Review
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Collection of DATA via Questionnaire
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Draft Form Review
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Completion of IHT205 form
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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
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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
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.
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.
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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