Help Guides

Here you’ll find some of our frequently requested help guides. We review and add to this list from time to time. If you are looking for information on a topic that isn’t covered here, please feel free to contact us.

Dealing with an Insolvent Estate

An estate is considered to be insolvent if its debts and liabilities are larger than its assets.

DWP Claims on Estates: What Are They and Why Have I Received One?

When someone who received means-tested benefits dies, the Department for Work and Pensions (DWP) might ask for information about their estate.

Estates and Probate: An Introduction

When someone dies, the process of administering their estate will typically fall to their loved ones. This is a big responsibility and needs to be managed with care.

Executor Expenses: What Can You Claim and How Much?

If you have been appointed as an executor, you have the right to claim reasonable expenses back from the estate.

Valuing Property and Personal Possessions for Probate

When you apply for probate on behalf of an estate, you will need to value the estate and submit a full valuation to HMRC.

What Happens After You’ve Completed Your IHT400 Form?

The information you have provided on the IHT400 form will enable HMRC to calculate whether any inheritance tax is due and, if so, how much.

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