Skip to content
Back

Guide

Probate explained

Probate is the legal right to deal with someone's estate. Not every estate needs it, and many families apply themselves.

When probate is needed

It is usually needed when the person owned property in their sole name, or held significant sums with a single institution. Each bank sets its own threshold, so it is worth asking them directly before assuming.

Doing it yourself

Many people apply online through GOV.UK. There is an application fee, and additional copies of the grant cost a small amount each.

A solicitor typically charges either a fixed fee or a percentage of the estate. Percentage fees on a larger estate can be substantial, so always ask for the basis of charging in writing.

Inheritance tax

Most estates pay no inheritance tax, but you may still need to report the estate's value. The rules change, so check the current thresholds on GOV.UK rather than relying on older advice.

Official guidance

This is general information for the UK, not legal, medical or financial advice. Rules differ between England and Wales, Scotland and Northern Ireland, and can change.