The Probate Department

Probate Forms To Download England and Wales

Probate Forms Probate Registry Forms.

May 2018.  If you need probate registry forms you are in the right place, even though we are not the Probate Registry. We are specialist Probate and Estate Planning advisers, here to save you trouble (and money!) If you wish to sort out the probate forms yourself, there are links to download them below.  Or you can call the orderline at the bottom.

If there are any trusts in the Will (there are automatic trusts if any beneficiary is under 18) or there is any possibility whatever of Inheritance Tax being due, we strongly advise against trying to do it yourself. The penalties for getting it wrong are both personal to the executor and potentially substantial. The Tax Penalties can be up to the full amount of the tax payable – so the estate still pays, and then executors may pay again from their own pockets as a penalty. Be aware that Inheritance Tax calculations may pull things back into the estate which were given away as long ago as 14 years.  Good records are crucial, and contacting our Inheritance Tax planning advisers in advance could save a fortune.  But even after the event, they may well be able to save tax, at least for future generations.

Doing it yourself can save money especially on simple estates, but we would not recommend it where there may be disagreements or if there is any possibility of Inheritance Tax now or when the survivor dies.

However, not all estates are as simple as they may at first sight appear.  If there is any doubt, you might wish to consider using one of our relatively low cost professional services.  After all, the costs can be recovered from the estate.

1 TaxUnless you have some expertise, we would certainly not recommend tackling any estate with a Trust in it, or where Inheritance Tax might become payable.  Feel free to give us a call if you are not certain if the estate is simple or not.

To access the necessary probate application forms, read on:

PA1 – Probate Registry Forms applying for probate.

PA1  (PDF, 379KB) Form PA1 and relevant leaflets (including PA1A, PA2, PA3, PA4) are used to apply for probate if the person who died lived in England or Wales or was domiciled overseas with assets in England and Wales.

Probate Forms too complex? Call us for professional help on 03 300 102 300.

PA1A – Guidance Notes Application for Probate Registry Form PA1.

Use this guide – to help you fill in the application for probate form PA1.

Inheritance Tax – Probate Forms and process.

What you have to do and forms you have to fill in for probate. It is relatively unusual for family executors to be comfortable handling estates where Inheritance Tax may become an issue.  The penalties for getting it wrong are substantial and family executors may miss opportunities to reduce IHT with the use of a deed of variation.   We have advisers who can help you look for such opportunities and we have even written a book on the subject of IHT (currently out of print as we are too busy to update it).

Probate Registry form PA2 – How to Obtain Probate.

Use this leaflet is a guide if you are applying for probate without our help.

Probate Registry form PA3 – Probate Fees.

This shows the current Court fees for probate in England and Wales.

Directory of Probate Registries and Interview Venues.

This will help you to choose which Probate Registry Office and interview location you wish to use in England and Wales.  Give them a call to find out if there are any more local offices, and when these may be open.  Most sub-registries are either closed or very part-time, so not all are listed to avoid confusion.

Probate form IHT205 (2006) – Return of Estate Information.

Use the IHT 205 form is needed as part of the probate process if the deceased’s estate is an ‘excepted estate.’  Provided the person died on or after 1 September 2006 as a permanent resident of England, Wales or Northern Ireland. The IHT206 is the companion to the IHT205.

IHT207 Probate Forms- Return of Estate Information.

Use this probate form for IHT if the deceased’s estate is an ‘excepted estate’ and the person died on or after 1 September 2006 with their permanent home abroad and limited assets in England, Wales or Northern Ireland.

IHT400 Probate Form – Inheritance Tax Account.

IHT probate form IHT400 and schedules IHT401 to IHT423 need to be submitted if there is IHT to pay or the estate is not an ‘excepted estate.’  IHT probate form 400 has replaced IHT probate form IHT200. It can be up to 96 pages long!

Our main page on Inheritance Tax is here.

PDF files – you need to use a PDF file viewer such as Adobe Acrobat Reader which is available to download free of charge from the Adobe website.

Probate Registry Forms in alternative formats.

If you would like an HMRC probate form in large print, Braille or another alternative format, contact HMRC Probate enquiry line below.

Probate forms: we have collected links to these forms above to help you.  For paper copies, ring the Probate Forms Section on 0300 123 1072 option 1 and leave name address and a request for probate forms on the answerphone.

Local registries prefer you to use 0300 123 1072 rather than tie up specialist staff to send out forms.

Free Probate Forms Download.