You can use this form as part of the probate process for excepted estates where the person died on or after September 1st 2006 and lived permanently in England, Wales or Northern Ireland.

An excepted estate is not liable to inheritance tax. If the estate you’re managing is excepted you can use this form and the accompanying guidance notes –Excepted estate information IHT206-2006-1 – to submit a probate application to HRMC.

You should read both the form and the notes carefully and call us if there’s anything you’re not sure about – our specialist wills, probates and trusts team has decades of experience in effective estate management.

These notes give you all the information you need in order to fill out the HMRC Excepted estate form IHT205.

If you’re not sure what makes an excepted estate or how to value assets, these notes will help. However, if you’re still not sure after reading the information here just pick up the phone and give us a call - our specialist wills, probates and trusts team has decades of experience in effective estate management.

Use this form as part of the probate process if the person died on or after March 18th 1986 and there is inheritance tax to pay or it is not an excepted estate.

If the estate you’re managing is not excepted you will probably have to pay inheritance tax. In that instance you can use this form and the accompanying guidance notes – Inheritance tax account information IHT400 – to submit a probate application to HRMC.

These notes give you all the information you need in order to fill out the HMRC Inheritance tax account form IHT400.

If you’re not sure what to include in the HMRC Inheritance tax account form IHT400, how to fill in schedules or what to do if the value of the estate changes, these notes will help. However, if you’re still not sure after reading the information here just pick up the phone and give us a call - our specialist wills, probates and trusts team has decades of experience in effective estate management.

Use this form if you want to appoint attorneys to act on your behalf on anything to do with your property and finance.

If you’re unable to make your own decisions about what happens to your property and finance, you can appoint attorneys to do it for you. That means they can take over the running of your bank and savings accounts, decisions about selling investments or property and how to manage your money.

This form allows you to appoint attorneys to act on your behalf. It also explains what is involved in the application process but if you’re unsure about witnesses, certificate providers or anything else after reading the information here just pick up the phone and give us a call – our specialist wills, probates and trusts team has decades of experience in this area.

Use this form if you want to appoint attorneys to act on your behalf on anything to do with your health and welfare.

If you’re unable to make decisions about your health and welfare, you can appoint attorneys to do it for you. That means they can decide things like what kind of medical treatment you receive, where you live and what you eat.

This form allows you to appoint attorneys to act on your behalf. It also explains what is involved in the application process but if you’re unsure about witnesses, certificate providers or anything else after reading the information here just pick up the phone and give us a call – our specialist wills, probates and trusts team has decades of experience in this area.

You can use this form to apply for a caveat to stop probate proceedings if you want to contest a will or make a claim against an estate.

If someone you love has died and you don’t feel you’re going to inherit what is rightfully yours, you can use this form to apply for a caveat to stop the probate proceedings. That means the estate cannot be administered until your grievances have been discussed, giving you time to build a case regarding inheritance of the disputed assets.

Caveats can be applied for from the date of death until probate is granted and each one is valid for six months. Although this form is relatively straightforward to fill in, the process of contesting an estate is not. If you’d like some help just give us a call – our dedicated wills, probates and trusts team has decades of experience in the successful resolution of contentious probate issues.