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If you already have the right or have probate (as an executor or administrator) you can start dealing with the estate. You may need to apply for the right to deal with the estate of the person who's died (also...

• Overview

  As a personal representative (an executor or administrator) you’re legally…

• Settling debts and taxes

  You must pay any debts and settle the taxes for the person who died. This…

• Managing and selling assets

  You may have to pay taxes for the estate if there is any new income while…

• Reporting an estate’s income to HMRC

  You may need to send information to HM Revenue and Customs (HMRC) about…

• Distributing the estate

  Once you have paid any debts and taxes, or you are sure the estate has…

Value the estate of someone who's died so that you can get probate: work out if tax is due, check how to report the estate's value, complete the correct form.

• What you need to do

  To find out if there’s Inheritance Tax to pay, you need to value the…

• Identify assets and debts

  Before you can value the money, property and possessions (the estate) of…

• Estimate the estate’s value

  You need an estimate of the estate’s value (the money, property and…

• Check if you need to send full details of the estate

  Whether you need to send full details of the estate depends on several…

• If Inheritance Tax is due or full details are needed

  You must report the full details of the estate and its value to HM Revenue…

• Records

  You must keep certain records after you value an estate. HM Revenue and…

Watch our caseworkers' top tips to make sure your applications are complete and correct. Avoid more than 20 common requisition points.

• Updated: 22 January 2024

Find out how to work out and report the value of the estate to HMRC.

• Updated: 9 February 2022

A trust is a way of managing assets (money, investments, land or buildings) for people - types of trust, how they are taxed, where to get help.

Find out if you are an entitled relative and how to claim an estate from the Bona Vacantia division.

• Updated: 5 February 2020

Register your client’s estate online if you’re a tax agent or adviser.

• Updated: 10 April 2025

Find out if you need to apply for probate to deal with the estate of someone who’s died. Discover how to apply for probate or letters of administration and what to do if there’s no will.

Inheritance Tax (IHT) is paid when a person's estate is worth more than £325,000 when they die - exemptions, passing on property. Sometimes known as death duties.

How to sell a home: Energy Performance Certificates (EPCs), using estate agents, finding a legal professional, getting offers, transferring ownership and making complaints.