UK Inheritance & Probate Help

UK Inheritance & Probate Help

Plain-English, worked-example guides to UK inheritance tax, probate, and filling in the HMRC forms — with real numbers you can follow.

Written and reviewed by Eleanor Hartley, TEP — a STEP-qualified estate practitioner. Worked examples use illustrative figures and current allowances.

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IHT form-completion how-to

Box-by-box worked examples for IHT400, IHT403, IHT405, the probate forms and more.

IHT reliefs & rules worked examples

The nil-rate bands, the 7-year rule, taper, RNRB taper and business relief — shown with numbers.

Deed of variation

Redirecting an inheritance within two years, and the IHT, CGT and SDLT consequences.

All guides

IHT form-completion how-to

How to Fill In Form IHT400: A Box-by-Box Worked Example for a £650,000 Estate Filling In IHT403 (Gifts): A Worked Example with the 7-Year Rule and £3,000 Annual Exemption IHT402 Worked Example: Transferring 100% Unused Nil-Rate Band on the Second Death IHT405 Worked Example: Valuing the Family Home and Reporting It to HMRC IHT409 Worked Example: Reporting Pensions and Death Benefits (and the 2027 Rule Change) IHT421 Probate Summary: When You Still Need It (Scotland & NI) vs the New England & Wales Process IHT423 Worked Example: Paying Inheritance Tax from the Deceased's Bank Account Before Probate IHT205 Worked Example: Reporting an Excepted Estate for Deaths On or Before 31 December 2021 PA1P Worked Example: Applying for Probate by Post When There's a Will

IHT reliefs & rules worked examples

RNRB Taper Explained: How a £2.3m Estate Loses £50,000 of Residence Nil-Rate Band The 7-Year Gift Rule: A Worked Example Showing Why Taper Relief Rarely Saves What People Think BPR on AIM Shares from April 2026: Worked Example of the New 50% Relief and 20% IHT Charge Inheritance Tax When the Second Parent Dies: A £900,000 Estate Worked Through to £0 Tax Inheritance Tax on Property: How a £550,000 House Is Taxed (and When It Isn't)

Deed of variation

What Is a Deed of Variation? Redirecting an Inheritance Within 2 Years, With a Worked IHT Example Deed of Variation on a Will: The IHT and Capital Gains Consequences, Worked With Numbers Deed of Variation on Inherited Property: Worked Example of Redirecting a House and the SDLT Trap

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UK Inheritance & Probate Help publishes general information about UK inheritance tax and probate. It is not legal, tax or financial advice and does not create a professional relationship. Figures and allowances are illustrative and can change; always check the current HMRC guidance at gov.uk and take advice on your own circumstances before acting.