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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…

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…

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

If someone dies without a will or known family, their ownerless property (bona vacantia) goes to the crown - check if you're an entitled relative, search for an estate, refer or claim on an estate

Practical advice to consider when purchasing a property in India.

• Updated: 17 January 2014

Check what to do after a death - how to register the death, notify government departments and deal with the estate.

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

• Updated: 10 April 2025

Find out what records you must keep about trusts for tax purposes, who can access your information, and what to do if your records are lost or destroyed.

• Updated: 6 April 2025

Practical advice to consider when purchasing a property or timeshare overseas.

• Updated: 8 January 2014

Use the online service to update details of an estate, authorise an agent, or close an estate.

• Updated: 27 September 2021