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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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