New Changes to Probate Applications

New Changes to Probate Applications Starting January 17, 2024

From January 17, 2024, if you're applying for probate in England and Wales, you won’t need to fill out the IHT421 Probate Summary form anymore. Here's what you need to know:

• Unique Code for Probate Application: When you submit the IHT400 form, HMRC will send you a letter confirming receipt and processing. This letter will include a unique code and the estate values needed for your probate application.

• Steps if Code is Unavailable: If HMRC can’t issue the unique code, they’ll let you know what you need to do next to get it.

To apply for probate, you must use the unique code on the HM Courts and Tribunals Service (HMCTS) online portal. Without this code and the estate values, you won’t be able to proceed with your probate application.

Benefits of the New Process:

• Fewer Forms: You’ll have one less form to complete.
• Avoid Delays: The new process will help prevent premature probate applications that can cause delays.
• Confidence in Timing: You can be sure you're applying at the right time.

This change is part of HMRC’s efforts to simplify procedures and improve customer experience, as outlined in their HMRC Charter standards.



Note: The process for Scotland and Northern Ireland remains unchanged.