The person died on or after 1 January 2022
YouCanDoProbate currently supports estates where the death occurred on or after 1 January 2022. If the death was before this date, please see the section below, as a legacy version of the platform may be available depending on your circumstances.
The deceased was domiciled in England or Wales
Domicile is a legal concept relating to where a person considered their permanent home to be. For most people who have lived and worked in England or Wales for most of their lives, this is straightforward. If the deceased was a long-term UK resident living in England or Wales, the platform is almost certainly appropriate. If there is any uncertainty about the domicile position, for example if the deceased was born abroad, lived abroad for significant periods, or held property overseas, please call us before starting.
PA1P and PA1A Probate forms
PA1P is the probate application form used when there is a valid Will. PA1A is the application for Letters of Administration used when there is no Will. YouCanDoProbate completes whichever of these applies to your estate, filled in accurately from the answers you provide.
IHT400 Inheritance Tax forms and schedules
YouCanDoProbate can complete the full IHT400 Inheritance Tax account and all applicable supplementary schedules. This covers estates where inheritance tax is due and a full IHT return must be submitted to HMRC alongside the probate application. You do not need to understand which schedules are required; the platform selects and completes the correct ones automatically.
If the person who died left a valid Will, YouCanDoProbate guides you through a Grant of Probate application. You enter the Will details and the platform guides you through the rest.
If there is no Will, YouCanDoProbate includes an Intestacy Walkthrough. This guides you through the Rules of Intestacy to establish who is entitled to inherit, and then completes the application for Letters of Administration. A missing Will is not an obstacle to using the platform.
Estates with an inheritance tax liability
If the estate is above the available thresholds and inheritance tax is due, the platform handles this fully. It calculates the tax owed, applies all available exemptions, and completes the IHT400 and all required schedules. The tax itself is paid to HMRC separately, not through the platform.
Transfer of Nil Rate Band (TNRB)
If the deceased was married or in a civil partnership, and their late spouse or partner did not use all of their own nil rate band, the unused portion can be transferred and added to the deceased’s nil rate band. This can significantly reduce or eliminate an inheritance tax liability. YouCanDoProbate calculates and applies this automatically from the answers you provide.
Residence Nil Rate Band (RNRB)
Where a residential property was owned by the deceased and is being left to a direct descendant (such as a child or grandchild), an additional nil rate band allowance may apply. YouCanDoProbate calculates and applies this automatically, including checking whether the estate qualifies and by how much.
Transfer of Residence Nil Rate Band (TRNRB)
As with the standard nil rate band, any unused Residence Nil Rate Band from a deceased spouse or civil partner can be transferred and added. YouCanDoProbate handles this automatically alongside the RNRB calculation.
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