Estate Planning
Probate Tax Support
Expert guidance for executors managing a deceased person's estate
Overview
Losing a loved one is difficult. Managing their tax affairs while grieving is challenging.
We support executors throughout the probate process, handling tax returns, IHT calculations, and HMRC communication. We take the tax burden off your shoulders so you can focus on what matters.
Key Areas Covered
What we cover as part of this service.
- IHT return preparation (IHT 400)
- Estate valuation and asset scheduling
- Deceased's final income tax return (SA100 or standard return)
- Probate application support and tax documentation
- Communicating with HMRC on inheritance tax
- Estate income and CGT liabilities
- Beneficiary reporting and distributions
- Post-distribution accounting and final returns
Common Issues We Solve
Problems we see regularly — and how we fix them.
Executor Overwhelm
Managing an estate's tax affairs while grieving is overwhelming. We take this burden off you.
Missing Deadlines
Probate timelines are tight. Missing IHT deadlines or other filing requirements triggers penalties. We manage the timeline.
Unclear Beneficiary Position
Beneficiaries want to know what they're inheriting and what tax they'll owe. We provide clear reporting.
Pricing for This Service
Clear fees. Fixed fee confirmed in writing before we begin.
Priced on engagement
Priced on engagement based on estate complexity and size.
Fixed fee confirmed in writing before we begin.
Get Your Fixed QuoteFrequently Asked Questions
Within 12 months of death. HMRC may extend, but don't delay. Filing late triggers penalties.
The executor, from estate assets. If insufficient liquid assets, executors may need to raise funds (sell property, etc.).
No. You can pay IHT to release probate grants if assets are difficult to realise. We advise on best timing.
We prepare the deceased's final return, calculate any tax owed, and settle from the estate.
Gather asset information, report to HMRC, pay any IHT/income tax owed, distribute to beneficiaries, file final accounting. We guide you through all of this.
Why Choose UA Tax
Executor Support
We take tax burden off you, allowing you to focus on grief and family.
Deadline Management
We ensure all tax deadlines are met, avoiding penalties.
Clear Communication
We explain the estate's tax position clearly to you and beneficiaries.
Client success story
Estate Administration - Tax Efficiency
Situation
Widow executor of husband's estate. Estate included property worth £1.5M, investments, and cash. Several adult children as beneficiaries.
Challenge
Overwhelmed managing probate and tax. Unsure of IHT liability, deadline pressures, how to fairly distribute to children.
Solution
We calculated IHT position (£450k liability estimated), advised on asset liquidity to pay IHT, managed final tax return for deceased, and planned distributions to minimise further tax.
Outcome
IHT calculated accurately and paid on time. Distributions planned to minimise beneficiary tax bills. Widow received clear monthly reporting. All deadlines met, no penalties. Children received clear reporting of their inheritance and tax position. Probate closed efficiently.
Ready to discuss probate tax support?
Book a consultation and we will confirm what you need and provide a fixed fee quote.