Need to DOWNLOAD and print Probate forms online for England and Wales or Inheritance Tax forms so you can apply for probate? Do so from here if you wish to sort out the estate yourself. Or you can call the order line number below (NOT us! Our job is to find you economical professional help if you should need it, whether you need 30 minutes help or just want to delegate the whole business.) If you need to contact a Registry, or want paper probate forms, go here for their contact details. Our Free Guide to Probate is here.
If there are any trusts in the Will (there are automatic trusts if any beneficiary is under 18) or there is any possibility whatever of Inheritance Tax being due, we strongly advise against trying to do it yourself. The penalties for getting it wrong are both personal to the executor and potentially substantial. The Tax Penalties can be up to the full amount of the tax payable – so the estate still pays, and then executors may pay again from their own pockets as a penalty. Be aware that Inheritance Tax calculations may pull things back into the estate which were given away as long ago as 14 years. Good records are crucial, and contacting our recommended Inheritance Tax planning advisers in advance could save a fortune. But even after the event, they may well be able to save tax, at least for future generations. There are links to the main Inheritance Tax forms below.
Doing it yourself can save money especially on simple estates, but we would not recommend it where there may be disagreements or if there is any possibility of Inheritance Tax now or when the survivor dies. You can call 0300 123 1072 to request forms, but be aware it is sometimes just an answering machine! Probate, how much does it cost?
However, not all estates are as simple as they may at first sight appear. If there is any doubt, you might wish to consider using one of the relatively low cost professional services we can introduce you too. After all, the costs can be recovered from the estate.
Unless you have some expertise, we would certainly not recommend tackling any estate with a Trust in it, or where Inheritance Tax might become payable. Feel free to give us a call if you are not certain if the estate is simple or not.
To download the necessary forms online, read on:
PA1 – Probate Form Online: applying for probate.
PA1 (PDF, 379KB) Form PA1 and relevant leaflets (including probate form PA1A, PA2, PA3, PA4) are used to apply for probate if the person who died lived in England or Wales or was domiciled overseas with assets in England and Wales. More below.
Probate forms UK too complex? Call us to find economical professional help on 03 300 102 300
Guidance Notes Application for Probate Registry Form PA1.
Use this guide – to help you fill in the application for probate form PA1.
Inheritance Tax Forms process.
What you have to do and forms you have to fill in for probate. It is relatively unusual for family executors to be comfortable handling estates where Inheritance Tax may become an issue. The penalties for getting it wrong are substantial and family executors may miss opportunities to reduce IHT with 
the use of a deed of variation. We have advisers who can help you look for such opportunities and we have even written a book on the subject of IHT (currently out of print as we are too busy to update it).
Probate form PA3 – Probate Fees.
The following probate forms we would recommend that you do not use without professional advice: call us and we will pass your enquiry on to a suitable professional with reasonable fees.
Probate Form N2: Contest a will. (More information here.)
Form N3: Acknowledgment of service (probate claim) Form N205D: Notice of issue (Probate claim)
Form PA15: Apply for Renunciation (Will)
Form PA11: Apply for power of attorney (Will)
Probate Form PA12: Apply for power of attorney (Intestate)
This would have helped you, pre Covid, to choose which Probate Registry Office and interview location you wish to use in England and Wales. Give them a call to find out if there are any local offices, and when or if these may be open. Most registries are either closed or closed to visitor, so not all are listed to avoid confusion. Or use our own guide.
Probate form online download IHT205 (2006) – Return of Estate Information download.
The IHT 205 probate form is needed as part of the probate process if the deceased’s estate is an ‘excepted estate.’ Provided the person died on or after 1 September 2006 as a permanent resident of England, Wales or Northern Ireland. The IHT206 is the 32 page guide to completing the IHT205.
IHT207 Probate Forms- Return of Estate Information.
Use this probate form for IHT if the deceased’s estate is an ‘excepted estate’ and the person died on or after 1 September 2006 with their permanent home abroad and limited assets in England, Wales or Northern Ireland. Guide to completing the IHT207 – 12 pages.
Inheritance Tax Forms. (If you get past this point you probably need help – call us!)
Inheritance Tax account (IHT400)
Apply for probate or confirmation if there’s Inheritance Tax to pay, or if the deceased’s estate does not qualify as an ‘excepted estate’. This is where we would recommend contacting us to recommend a suitably experienced and economical probate lawyer as the complexities of Inheritance Tax are as considerable as the penalties for getting it wrong! The IHT 400 form can be very complex. More IHT forms belo:
Inheritance Tax: listed stocks and shares (IHT411)
Use the IHT411 with the IHT400 to give details of any shares or stock the deceased owned.
Inheritance Tax Forms: assets held in trust (IHT418)
Use the IHT418 with form IHT400 if the deceased had a right to benefit from a trust.
Inheritance Tax: gifts and other transfers of value (IHT403)
Use the IHT403 with form IHT400 if the deceased had given away or ‘transferred’ any assets – such as cash, property or land – during their lifetime.
Get help if you’re a tax agent or adviser who has clients who must complete form IHT400 for Inheritance Tax on their tax returns.
Inheritance Tax Form: pensions (IHT409)
Use the IHT409 with form IHT400 if the deceased received or had made arrangements to receive a pension other than the State Pension.
Apply for an Inheritance Tax reference (IHT422)
Apply for an Inheritance Tax reference number and payslip to go with form IHT400.
Inheritance Tax forms: jointly owned assets (IHT404)
Use the IHT404 with form IHT400 to give details of all UK assets the deceased owned jointly with another person.
IHT Forms: debts due to the estate (IHT416)
Use the IHT416 with form IHT400 if the deceased had any debts owing to them at the date of death.
Tell HMRC about houses, land, buildings and interest in land for Inheritance Tax
Use the IHT405 with form IHT400 to give details of the houses, land and buildings or interests in land and buildings owned by the deceased.
Inheritance Tax: household and personal goods (IHT407)
Use the IHT407 with form IHT400 to give details about the deceased’s household and personal goods.
Inheritance Tax Forms: business and partnership interests and assets (IHT413)
Use the IHT413 with form IHT400 if the deceased owned shares in a company, a business or part of a business – or an asset used in a business and you’re deducting business relief.
IHT Forms: Agricultural Relief (IHT414)
Use the IHT414 with form IHT400 if you are deducting Agricultural Relief from some or all of the land, property or shareholdings in farming companies included in the deceased’s estate.
Inheritance Tax: debts owed by the deceased (IHT419)
Use the IHT419 if you have included a deduction on form IHT400 for any loans, overdrafts, or money spent on behalf of the deceased that is to be repaid out of the estate.
IHT Forms: foreign assets (IHT417)
Use the IHT417 with form IHT400 if the deceased had a permanent home in the UK when they died but had assets outside the UK.
Inheritance Tax: unlisted stocks and shares and control holdings (IHT412)
Use the IHT412 with form IHT400 to give details of any unlisted stocks or shares owned by the deceased – or to detail listed shares if the deceased had control of the company.
Inheritance Tax: corrective account (C4)
Use Form C4 to correct the Inheritance Tax paid on Form IHT400. For a Grant of Confirmation for assets in Scotland use Form C4(S) instead.
Inheritance Tax: bank and building society accounts (IHT406)
Use the IHT406 with form IHT400 to give details of any National Savings Investments, Premium Bonds, bank or building society accounts that the deceased held in their sole name that were in credit at the date of death.
IHT Forms: claim to transfer unused nil rate band (IHT402)
Use the IHT402 with form IHT400 to transfer to the deceased’s estate any unused Inheritance Tax threshold (or ‘nil rate band’) from the previously deceased spouse or civil partner
Inheritance Tax: life assurance and annuities (IHT410)
Use the IHT410 with form IHT400 to give details about any life insurance policies, annuities or investment bonds that the deceased made regular monthly or lump sum payments on.
Inheritance Tax: household and personal goods donated to charity (IHT408)
Use the IHT408 with form IHT400 to give details if the people who inherited the deceased’s household and personal goods wish to donate some or all of them to a UK charity and deduct charity exemption against the value of the estate.
Inheritance Tax: domicile outside the United Kingdom (IHT401)
Use form IHT401 with form IHT400 if the deceased had their permanent home outside the UK when they died.
Inheritance Tax: interest in another estate (IHT415)
Use IHT415 with form IHT400 if the deceased had a right to an inheritance in an estate of someone else who died before them, but which they had not received before they died.
Inheritance Tax: probate summary (IHT421)
Use this form if you’re applying for a grant of representation in England, Wales or Northern Ireland to outline assets in the deceased’s estate that will become the property of the executors or personal representatives to distribute among the beneficiaries.
Inheritance Tax: reduced rate of Inheritance Tax (IHT430)
Use the IHT430 schedule with form IHT400 if you wish to pay the reduced rate of Inheritance Tax or to opt out of paying the reduced rate of Inheritance Tax.
Inheritance Tax guaranteed annuity calculator
Use this calculator to help you work out an estimated market value of guaranteed annuity payments when valuing assets of the deceased’s estate.
Business Relief for Inheritance Tax
How to get Inheritance Tax relief on business assets
in an estate, what qualifies, giving away business property or assets
How to pay Inheritance Tax: get a reference number, payment methods, use the deceased’s bank account, National Savings and Investments, government stock, yearly instalments
Check if you can get an additional Inheritance Tax threshold
Find out whether an estate will qualify for an extra tax-free amount (the additional threshold or residence nil rate band (RNRB)).
IHTM10022 – IHT400: what is included in the account?
IHTM05045 – Completing the account: signing the IHT400 (Scotland)
Inheritance Tax may be due on assets when they’re transferred into or out of trust and on certain trusts at each 10-year anniversary.
IHTM10030 – IHT400– Deceased’s details (pages 1 and 2).
IHTM12011 – Succession: Boxes 24 to 28 of theIHT400: Purpose of the questions
IHTM12031 – Succession: Investigating boxes 24 to 28 of the IHT400: General approach
IHTM10043 – IHT400 – Declaration (pages 12 and 13)
IHTM05041 – Completing the account: completing form IHT400
IHTM12022 – Succession: Information given at boxes 24 to 28 of the IHT400: Other items in the Will Inheritance Tax: claim to transfer unused Inheritance Tax nil rate band (IHT216) Use form IHT216 to claim transferable nil rate band after an IHT400 has been submitted and any Inheritance Tax due paid.
Inheritance Tax Forms: Direct Payment Scheme bank or building society account (IHT423)
Use form IHT423 to pay the Inheritance Tax that is due, by transferring money from the deceased’s bank or building society account(s)
36. IHTM05044 – Completing the account: links between inventory form C1 and the IHT400(Scotland)
37. IHTM36277 – Improving future compliance: funding problems of tax due on delivery of theIHT400
38. IHTM10041 – IHT400 – Working out the Inheritance Tax and the simple calculation (page 11)
39. IHTM10045 – IHT400 – Additional information pages (pages 15 and 16)
Ffurflenni Cyllid a Thollau EM (CThEM) ac arweiniad, nodiadau, taflenni gwybodaeth a thudalennau atodol cysylltiedig.
IHTM10037 – IHT400: Estate in the UK, assets owned outright by the deceased (pages 6 and 7)
IHTM10044 – IHT400 – Checklist (page 14)
IHTM10042 – IHT400 – Direct payment scheme (page 12)
IHTM12033 – Succession: Investigating boxes 24 to 28 of the IHT400: Other items in the Will
IHTM12032 – Succession: Investigating boxes 24 to 28 of the IHT400: Deceased’s former residence
IHTM10462 – Checking the declaration (box 119): Schedules
IHTM10153 – Other assets due to the deceased – Private health schemes
IHTM10752 – Corrective account (C4S) Scotland: who should complete and sign the corrective account?
IHTM15102 – Nominated property: investigation of nominated property
IHTM05013 – Requirement for a grant: HMRC’s role
IHTM05112 – Exceptions where no grant is needed: no grant cases
IHTM10813 – Transfers on death: use of estimated values
IHTM30172 – Tax payable on taking out of grant: non-instalment option property
IHTM10060 – Investigating the assets on page 6: Deceased’s residence (box 51)
IHTM10474 – Reduced account: when may a value be estimated
IHTM22041 – Quick succession relief: summary
IHTM21046 – Household goods and personal goods: valuation and technical issues: settled property
IHTM10110 – Other income and assets due to the deceased (box 76) – General
IHTM10365 – Deductions from the estate – Mortgages and secured loans (box80)
IHTM28200 – Liabilities: investigating liabilities: medical bills
IHTM10102 – Investigating the assets on page 7: Farms, farmhouses and farmland (box 68)
IHTM10062 – Investigating the assets on page 6 : Household and personal goods (box 55)
IHTM10654 – IHT 100: Section B – About the transferor/settlement
IHTM10107 – Investigating the assets on page7 – Income Tax or Capital Gains Tax repayment (box 74)
IHTM22105 – Cross references: investigation at your deceased’s file
IHTM10390 – Other deductions from the chargeable estate : dealing with deficits
IHTM22104 – Cross references: action at testator’s file
IHTM10463 – Checking the declaration (box 119): estimated values
IHTM10011 – IHT accounts: introduction
IHTM10034 – IHT 400: Items referred to in the Will but not included in the estate (page 4).
IHTM10812 – Transfers on death: ‘appropriate property’
IHTM10105 – Investigating the assets on page 7 – Interest in another estate (boxes 71 and 72)
IHTM36071 – Reasonable excuse: domicile outside the United Kingdom
IHTM36272 – Improving future compliance: joint property
IHTM10152 – Other assets due to the deceased – Interest in expectancy
IHTM10124 – Other income due to the deceased: Rents due to the deceased
IHTM30434 – Reconsideration by taxpayers: land and buildings
IHTM28340 – Liabilities: investigating form IHT419: Liabilities relating to an insurance policy
IHTM10070 – Bank and building society accounts (box 52) what accounts are included?
IHTM30151 – Due date for payment: death transfers
IHTM28311 – Liabilities: investigating form IHT419: purpose of the form
IHTM45041 – Reduced rate for gifts to charity: elections: procedure.
IHTM45041 – Reduced rate for gifts to charity: elections: procedure
IHTM31612 – Assessing: repayments: simple cases.
IHTM05031 – What sort of account is required?: types of account
IHTM10120 – Other income due to the deceased – general.
IHTM10061 – Investigating the assets on page 6: Cash (box 53)
IHTM11021 – General procedure: handling a deduction for exemption
IHTM06021 – Rules about excepted estates: foreign domiciliaries.
IHTM28210 – Liabilities: investigating liabilities: mortgages
IHTM10361 – Deductions from the estate: introduction.
IHTM45001 – Reduced rate for gifts to charity: introduction and conditions: introduction
IHTM22024 – Interest in unadministered estates: Pecuniary legacies.
IHTM10811 – Transfers on death: general rule
IHTM10064 – Investigating the assets on page 6 : Life assurance and mortgage protection policies.
IHTM10050 – Investigating the deceased’s personal details- domicile (box 6)
IHTM10035 – IHT 400: Supplementary Schedules (pages 1, 4 and 5).
IHTM16022 – General procedure: form IHT418.
IHTM25051 – Valuing businesses and partnerships: What is a business?
7 March 2017
HMRC internal manual section
HMRC
IHTM06020 – Rules about excepted estates: settled property
11 February 2016
HMRC internal manual section
HMRC
IHTM10687 – Investigating supplementary form: D33 – Debts due to the settlement
11 February 2016
HMRC internal manual section
HMRC
IHTM10151 – Other assets due to the deceased – general.
11 February 2016
HMRC internal manual section
HMRC
IHTM20028 – Life Policies: investigating form IHT410: if the answer to Question 12 is Yes
IHTM21028 – Household goods and personal goods: types of asset: paintings
IHTM05123 – Grants on credit: what are ‘exceptional circumstances’?
IHTM10104 – Investigating the assets on page 7 – Other land buildings and rights over land(box 70)
IHTM10400 – Other deductions from the chargeable estate – Exemptions and reliefs (box 93)
IHTM28001 – Liabilities: summary
IHTM10464 – Checking the declaration: personal representatives
IHTM25112 – Valuing the partnership interest: Income Tax
IHTM15092 – Types of joint property in Scottish law: joint property rights of trustees and partners
IHTM15023 – Investigation of form IHT404: general investigation points.
IHTM05051 – Submitting the account and obtaining a grant: introduction
IHTM05025 – Is an account required?: initial steps following a death (Scotland).
IHTM10371 – Funeral expenses (box 81): introduction and general approach
IHTM06025 – Rules about excepted estates: making a claim to transfer unused nil rate band.
IHTM28041 – Liabilities: investigating liabilities: accountants and solicitors’ fees
IHTM10106 – Investigating the assets on page 7 – Debts due to the estate (box 73).
IHTM10036 – IHT 400: Estate in the UK – jointly owned assets (page 6)
IHTM10689 – Investigating supplementary form: D35 – Household and personal goods.
IHTM28352 – Liabilities: investigating form IHT419: obtaining information about a guarantee debts
IHTM15064 – Investigation of form IHT404: joint debts.
IHTM10063 – Investigating the assets on page 6 : Pensions (box 56)
IHTM22103 – Cross references: model cross reference
IHTM17353 – Pensions: alternatively secured pensions: liability and accountability.
IHTM20021 – Life Policies: investigating form IHT410: introduction to form IHT410
IHTM12001 – Succession: Summary.
IHTM10055 – Investigating the deceased’s personal details : power of attorney (box 16)
IHTM05150 – Limited grants: introduction
IHTM11041 – General procedure for death transfers: initial steps.
IHTM20025 – Life Policies: investigating form IHT410: if the answer to Question 7 is Yes.
IHTM10461 – Checking the declaration (box 119): Grant of Representation
IHTM10473 – Reduced account: what supplementary pages may be left out.
IHTM22011 – Interest in unadministered estates: summary
IHTM36022 – Late accounts: accounts subject to a penalty.
IHTM18097 – Stocks and shares: valuation: ISAs
IHTMUPDATE090225 – Inheritance Tax Manual: recent changes.
IHTM10053 – Investigating the deceased’s personal details : Nursing or residential home (box 12)
IHTM10101 – Investigating the assets on page 7: Stocks and shares (boxes 62 to 67).
IHTM05022 – Is an account required?: Small Estates Act Confirmation (Scotland only).
HMRC: Trusts and Estates newsletters
Newsletters published by HMRC, giving updates and guidance on Inheritance Tax and trusts.
IHTM10108 – Investigating the assets on page7 – Trust Income due to the deceased (box 75).
IHTM22102 – Cross references: recording of information
IHTM18011 – Stocks and shares: investigating forms IHT411 and IHT412: introduction to the forms.
IHTM15054 – The extent of the share (Scotland): joint money accounts and special destination
IHTM05101 – Types of grant: main types of grant (England, Wales and Northern Ireland).
IHTM24020 – Unlisted shares: Introduction
IHTM05104 – Types of grant: confirmation (Scotland).
IHTM05126 – Grants on credit: what information do we need from the Personal Representative?
IHTM36176 – Calculating the penalty: culpable tax
IHTM36273 – Improving future compliance: completing enquiries before delivering an account.
IHTM05151 – Limited grants: Administration Ad Colligenda Bona
IHTM28300 – Liabilities: investigating liabilities: uncashed cheques.
IHTM17091 – Pensions: excepted group life policies: introduction
IHTM03342 – Files: VIP and Royal files.
IHTM17081 – Pensions: relevant property charges: introduction
IHTM31113 – Assessing: COMPASS: viewing your records: Case Summary.
IHTM09310 – Information sources: calendar of grants
IHTMUPDATE140422 – Inheritance Tax Manual: recent changes.
IHTM10479 – Reduced account: replacing estimated values of property now chargeable.
IHTM05083 – Cap Form A5C (England, Wales and Northern Ireland): review of Cap Form A5C
IHTM06035 – General procedural matters: Instruments of variation and excepted estates.
IHTM05029 – Is an account required?: National Coal Board Scheme
IHTM36275 – Improving future compliance: valuations of land
IHTM45038 – Reduced rate for gifts to charity: merger of components: datacapture on COMPASS
IHTM10814 – Transfers on death: no grant of representation or confirmation
IHTM06028 – Rules about excepted estates: treatment of liabilities
IHTM24013 – Overview of agricultural relief Information sources
IHTM43006 – Claims and time limits: how to make a claim
IHTM10692 – Investigating supplementary form: D38 – Business relief
IHTM02272 – Communications: Customer service standards: definitions of ‘post’ and ‘dealt with’
IHTM02071 – Communications: Open Government/Freedom of information: The Freedom of Information Act
IHTM06034 – General procedural matters: notifying amendments
IHTM31662 – Assessing: repayments: authorised payee
IHTM10040 – IHT 400: Other assets taken into account to calculate the tax (page 10)
IHTM25012 – Investigating business relief and businesses: Reviewing form IHT413 or D38
IHTM10693 – Investigating supplementary form: D39 – Foreign assets
IHTM23086 – Interim reports: property in the market for sale
IHTM27169 – Foreign property: Double Taxation Conventions: certificate of tax paid: South Africa
IHTM27171 – Foreign property: Double Taxation Conventions: certificate of tax paid: Netherlands
IHTM18098 – Stocks and shares: valuation: additional quotation marking
IHTM25021 – Investigation in 100% relief cases: Introduction
IHTM11304 – Armed forces on active service: evidence to show exemption is due
IHTM30462 – Limitation of liability by lapse of time: time limits for recovery of unpaid tax
IHTM10303 – Legal rights (Scotland): valuing legal rights as a debt of the estate
IHTM20554 – Split or retained interest trusts: single lump sum investments: what to do
IHTM31720 – Assessing: other repayment issues: provisional repayments
IHTM31613 – Assessing: repayments: complicated cases
IHTM27170 – Foreign property: Double Taxation Conventions: certificate of tax paid: USA
IHTM15044 – The extent of the share (England, Wales and Northern Ireland): land
IHTM05103 – Types of grant: other types of grant (England, Wales and Northern Ireland)
IHTM15042 – The extent of the share (England, Wales and Northern Ireland): Joint money accounts
IHTM06027 – Rules about excepted estates: restriction of normal expenditure out of income exemption
IHTM31515 – Assessing: calculating interest: IT and CGT repayments
IHTM22022 – Interest in unadministered estates: Valuation aspects
IHTM25060 – Valuing businesses and partnerships: Business terms
IHTM26142 – Step 4 – simple grossing calculations: calculation when there is no lifetime cumulation
IHTM23171 – Special valuation matters: agricultural land occupied by a partnership
IHTM31102 – Assessing: COMPASS: setting-up a record
IHTM24255 – Other issues: Form IHT414
IHTM36023 – Late accounts: penalties chargeable
IHTM06026 – Rules about excepted estates: examples where transferable nil rate band applies
IHTM10691 – Investigating supplementary form: D37 – Agricultural relief
IHTM10685 – Investigating supplementary form: D31- Domicile outside the United KingdomIHTM04281 – Reversionary interests: introduction
IHTM13011 – Investigation of form IHT40
Our main page on Inheritance Tax is here.
PDF files – you need to use a PDF file viewer such as Adobe Acrobat Reader which is available to download free of charge from the Adobe website.
Probate Registry Forms in alternative formats.
If you would like an HMRC probate form in large print, Braille or another alternative format, contact HMRC Probate enquiry line below.
We have collected links to these forms above to help you. For paper copies, ring the Probate Form Section on 0300 123 1072 option 1 and leave name address and a request for probate forms on the answerphone.
Local registries prefer you to use 0300 123 1072 rather than tie up specialist staff to send out forms.
Free Probate Form Download.
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