Free tool
Executor checklist
Being an executor can feel overwhelming. Answer seven quick questions and get a personalised checklist of what to do, in what order, and the key dates to watch.
What the checklist covers
Registering the death, finding the will, listing assets and debts, getting valuations for pensions, investments and property, whether inheritance tax is due, the Probate Registry application and when it is safe to pay out to beneficiaries.
Where Omni helps
We help executors gather valuations for pensions, investments and life policies, work out whether inheritance tax is due, work with your solicitor on the HMRC forms, and give beneficiaries advice on what to do with an inheritance. Your solicitor handles the Probate Registry application and legal steps.
Important information
General information, not legal or tax advice. The Financial Conduct Authority does not regulate probate, estate administration, will writing, trusts or most tax advice. Tax treatment depends on individual circumstances and may change in the future.
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Q&A
Questions & answers
How long does probate take?
Applying for the grant often takes several weeks to a few months once the forms are submitted. Settling the whole estate commonly takes 9 to 12 months, longer if there is property to sell or inheritance tax to resolve.
When is inheritance tax due on an estate?
By the end of the sixth month after the month of death. Interest is charged after that. Tax on property can often be paid in ten annual instalments.
Do I need a solicitor?
Not always, but a solicitor is usually wise where there is property, inheritance tax, no will or a disagreement. We work alongside your solicitor on the financial side.
Your first meeting is free
Talk to an independent financial adviser in St Albans. Call 01727 223251 or send us a message.