Valuing an Estate

When someone dies, you need to report the value of their estate to HMRC to determine whether Inheritance Tax is due. The process involves calculating the estate's total value, deducting eligible reliefs and exemptions, and comparing what remains against the available tax-free threshold. This...

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When someone dies, you must value their estate — the money, property and possessions they owned — to work out if there's Inheritance Tax to pay and to apply for probate. This involves identifying all assets and debts, getting valuations as at the date of death, and reporting t...

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When someone dies, all stocks, shares, and investments they owned must be valued correctly for Inheritance Tax purposes. The valuation method depends on whether the investments are listed on a stock exchange or held privately, and several special rules can affect the final fig...

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