Probate Helpdesk

Here you enter the details of any bank or building society accounts  that the deceased held in their sole name and were in credit at the date of death. ...

This page is for entering the cash held by the Deceased at the date of Death. The Value at Death will appear in Box 53 of an IHT 400 form and as part of...

Here enter the details of Premium Bonds and National Savings Investments that the deceased owned in their sole name. There are three tables and the deta...

This page is for listing the Deceased's household goods and other personal property. The details need to be entered in the appropriate tables depend...

There are two tables for Pension information. Details should be entered into a table depending on whether the Organisation that paid the pension made recurr...

There are various types of Assurance or Annuity Policies that HMRC require details about: You need to enter details on this page: (i) If the deceased w...

This page is for entering details of stocks and shares in the solely owned by the Deceased. HMRC classify stocks and shares by seven different types. Ea...

If the Deceased had an interest in another Estate i.e. where the Deceased had a right to a legacy or share in an estate of someone else who died before them...

Here you need to enter details of any debts owed to the deceased’s estate at the date of their death. Just the description of the Debt and its value at the ...

Enter details in this page if the deceased was domiciled in the United Kingdom (UK) when they died and owned assets abroad. For Inheritance Tax purposes, th...