Probate Application Checklist
Applying for a grant of probate (or letters of administration if there is no will) gives you the legal authority to deal with the deceased's estate. Gathering everything in advance makes the process much smoother.
Documents needed
Financial information
HMRC inheritance tax requirements
Helpful organisations
Citizens Advice
CharityProvides free, confidential, and independent advice on a wide range of issues including benefits, housing, debt, and employment.
Related guides
Grant of Probate: The Probate Process Explained
A Grant of Probate is the legal document issued by the Probate Registry that confirms the executor's authority to deal with the deceased person's estate. Most financial institutions and land registries require a Grant of Probate before releasing assets. This guide explains when you need probate, how to apply, what it costs, and what happens during estate administration.
10 min
Inheritance Tax Basics
Inheritance tax (IHT) is charged at 40% on the value of an estate above the nil-rate band threshold. With careful planning — using available exemptions, reliefs, and lifetime gifting — many families can significantly reduce or eliminate their IHT liability. This guide explains the key rules and the main planning opportunities available.
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Making a Will
A will is the only way to ensure your assets go to the people you choose after your death. Without a valid will, the intestacy rules determine who inherits — and these may produce very different results from your wishes, particularly if you are unmarried, have stepchildren, or have a complex family situation. Making a will is one of the most important legal steps you can take.
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