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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Most people never need more than a guide like this one. If the situation behind it has stopped being simple — a trust, inheritance tax, foreign assets, a business, a dispute in view — Signum, Valoren’s own specialist desk, can take it on, and we say so plainly: it starts with a free intake, and if you do not need us, we will tell you. Prefer an independent adviser? STEP and the Chartered Institute of Taxation both keep public member directories — neither pays Valoren a referral fee.