Excepted Estates

Excepted Estates - When don’t I have to fill in Inheritance Tax Forms or apply for Probate? When someone dies, some estates are described as Excepted Estates.  This means that you may not need to apply for Probate or complete inheritance tax forms.     What’s an Excepted Estate? An excepted estate is one where you don’t need to report to HMRC and the Probate Registry about how much someone’s estate was worth after they died.  If you don’t need probate, then you don’t need to complete IHT forms and you are likely to be an excepted estate. We have another [...]

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