Notifying HMRC for an excepted estate without probate2024-09-09T11:49:05+01:00
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Hi. Trying to sort out an Excepted estate that doesn’t require probate.

The deceased was a joint tenant with his nephew, so his share of the property goes straight to him. There were limited funds in the bank account which the bank has given us access to, and no other assets.

The total value of the estate is about £201000 so no inheritance tax is due – but how do I notify HMRC as there doesn’t seem to be a relevant form, as not asking for probate. I believe there used to be an IHT205 but this is no longer valid

Team QLAW! Changed status to publish 9th September 2024
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Hi, Many thanks for your guidance above regarding an Excepted Estate with no Probate required. Am I required to send the Will to Probate or can I keep it ? Thanks

Team QLAW! Changed status to publish 2nd September 2024
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