ProbateCalc
About ProbateCalc
Estate Assembly
Assembling the estate paperwork is an important first step. ProbateCalc provides a suggested way to approach this before starting the valuation. Organising the papers into sections and categories will make the valuation step much easier.
Estate Valuation
Estate valuation is simplified by using the ProbateCalc framework of intelligent worksheets. Contextual guidance is provided and all totals are calculated for each category of asset and debt as needed for the tax form. Exemptions are claimed as appropriate.
Tax Form IHT205
After the valuation step, ProbateCalc will verify the worksheets against HMRC rules & limits. A verification report highlights any issues. If all the checks pass you can transfer the information and calculated totals to the official HMRC Inheritance Tax IHT205 form.
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