IHT Form Route-Planner
Which IHT route does this estate actually need? Since 1 January 2022 an excepted estate reports on the probate application itself — this planner tests the estate by asset type and value, and sends you to the full IHT400 only when it is genuinely required.
What this guide covers
Which IHT route does this estate actually need? Since 1 January 2022 an excepted estate reports on the probate application itself — this planner tests the estate by asset type and value, and sends you to the full IHT400 only when it is genuinely required.
The full document is available as a PDF at no cost — no account, no payment.
All content is specific to England and Wales law and government processes, verified for 2026.
This is guidance, not legal, financial or medical advice. Figures may change — verify current rates at gov.uk.
Published by Standard Index Group as part of the free institutional library — the same source that powers the Valoren record system.
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