Find out which forms you need for Probate and where to find them
There are a number of Probate forms that need to be completed during the Probate process. This applies whether you are executors applying for a Grant of Probate where the deceased left a Will or you are administrators applying for Letters of Administration if the deceased did not leave a Will.
The executors or administrators will need certain information before they can complete the Probate forms. They will need details of the deceased person’s assets and liabilities to assess the value of the deceased’s estate, lifetime gifts made in the 7 years before death or in which the deceased retained an interest (e.g. the deceased had given away their home but continued to live there) and whether there is any Inheritance Tax to pay. Any valuations of assets belonging to the deceased should be at the date of death. If the deceased person's estate is worth less than £325,000 there will usually not be any Inheritance Tax to pay. It is sometimes possible to inherit a pre-deceased spouse's threshold if this has not been used by them and certain other conditions apply.
From 6 April 2017, you may get a bigger Inheritance Tax threshold, in certain circumstances, if you leave your main home to your children, grandchildren or their spouse/civil partner.
The Probate forms can be completed once the executors or administrators have all of this information.
If you’re applying for the Grant without professional help, the first form that needs to be completed is called Probate application form PA1. This is the main Probate application form. You can also get a copy of the form from your nearest Probate Registry or by calling the Probate and Inheritance Tax helpline.
You can either fill in the form yourself or call the Probate and Inheritance Tax helpline to get help filling in the form. For more guidance on the information you need to complete the form, and the documents that you should send with form PA1, see our related guidance for Probate application form PA1.
Even if there is no Inheritance Tax to pay in respect of the deceased’s estate, the executors or administrators must complete an Inheritance Tax form. The form to be used depends on how much the deceased’s estate is worth and a number of other factors.
You can find out more about these forms by following this link to our ’Inheritance Tax forms’ page.
Before the Probate Registry will issue the Grant of Probate or Grant of Letters of Administration, any Inheritance Tax due immediately (rather than any tax which can be paid by instalments at a later date) must be paid. At the very latest, it must be paid six months after the end of the month in which the deceased person died. So, if someone died on 5 February, the tax is due by 31 August.
It is possible to transfer money directly from one of the deceased person’s bank or building society accounts using Form IHT423.
Simplify welcomes HSBC Will customers - find out about the changes by calling: 0808 271 6147 - International +44 (0) 1789 867209