Hi
My Mum passed away recently and was sole survivor, after my father passed last year. My mum left a will and made me and my brother executor of the estate. In total including the house the estate will be less than £500K I assume it will fall under the ”excepted estate” rules and we will not need to fill in form IHT400
Am I correct in assuming that we fill in the online form PA1P for obtaining probate and later IHT435 or am I missing something?
Michael
Hi Michael and thank you for your question. I am sorry to hear of the loss of your mum, and dad.
Yes, assuming your father’s estate passed outright to your mother, and all other excepted estates requirements are met, there should no need to submit a return to HMRC, allowing you to follow the more straightforward excepted estates probate application process.
If of any interest, we offer a ‘probate only’ service (ie where the executors deal with everything else). We charge just £950 (+VAT). Everything is done remotely, and the application is typically lodged with the Probate Registry within 24 (working) hours of reciving your instructions. If this is of interest, please let me know (nq@qlaw.co.uk)
