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What forms do I need to apply for Probate in the UK?

When people pass away, their assets and belongings must be distributed among their beneficiaries or heirs. Probate is the legal process of administering a deceased person’s estate and distributing their assets according to their will or the law. In the UK, the probate process involves obtaining a Grant of Probate or Letters of Administration, a legal document confirming the executor’s authority to manage the deceased person’s assets. This article will discuss the forms required to apply for probate in the UK.

Form PA1

The first form you must fill out to apply for probate is Form PA1, which is the Probate Application form. This form provides basic information about the deceased person and the executor who will be managing the estate. You will need to provide details such as the full name, date of birth, and date of death of the deceased person, as well as their last known address. You will also need to provide your details, such as your name, address, and relationship to the deceased person.

Form IHT400

This form calculates the Inheritance Tax that may be due on the estate. You must provide details of all the deceased person’s assets, including their property, bank accounts, investments, and any other valuable possessions. You will also need to provide information about any debts or liabilities the deceased person had at their death.

Form IHT205

If the deceased person’s estate is worth less than the Inheritance Tax threshold or if the estate is exempt from Inheritance Tax, you will need to complete Form IHT205. This form confirms that Inheritance Tax is not payable on the estate. You will need to provide information about the deceased person’s assets and liabilities and details of any gifts or transfers of assets made by the deceased person in the seven years before their death.

Other Forms

Depending on the deceased person’s estate circumstances, you may also need to complete additional forms. For example, if the deceased person owned property, you must complete Form PA4, the Probate Application Form for a Grant of Letters of Administration with Will Annexed. This form is used when there is a will, but the named executor can or unwillingly act.

Overview

Applying for probate in the UK can be a complex process, and ensuring that you have completed all the necessary forms correctly is important. In addition to the forms discussed above, you may also need to provide supporting documents such as the deceased person’s will, death certificate, and bank statements. If you are unsure about the forms required for probate or need help with the probate process, it is recommended that you seek the advice of a specialist probate service.

Are you looking for help to complete Probate? Give DIY Probate a call on 0116 2795044, and we’ll gladly help.

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