Estate Suite Knowledge Base

Step-by-Step Guides

• Cross-Border Estates: What to Check

  How to handle non-UK assets and residence questions without breaking your UK filing flow.

• Debts, Creditor Notices, and Distribution Controls

  Pay debts safely, handle Section 27 creditor notice decisions, and distribute only when it is safe to do so.

• Distribute the Estate and Make Beneficiary Payments

  How to calculate and pay beneficiaries safely, with clear records for every payment.

• Estate Administration Process: Step-by-Step Map

  A beginner-friendly walkthrough of what to do in Estate Suite from first setup to estate closure.

• Estate Income Reporting and Closeout

  How to finish tax reporting, produce final accounts, and close the estate cleanly.

• Executor Status: Apply Now, Later, or Not at All

  Understand how to set each executor as applying now, applying later, or not applying.

• Getting Help and Contacting Support

  How to get faster support responses and when to escalate to specialist legal or tax advice.

• Identify Assets, Liabilities, and Date-of-Death Valuations

  How to build a complete, evidence-backed list of what was owned and owed.

• IHT Gifts and Trusts Checklist

  Record gifts and trust interests correctly so IHT routes and schedules stay accurate.

• IHT Reliefs and Exemptions Claims Guide

  Make defensible exemption and relief claims with clear rationale and linked evidence.

• Immediate Actions After a Death

  Clear first steps for beginners, including what to do immediately in Estate Suite.

• Inheritance Tax Assessment and Reporting Route

  How to check the tax position, choose the right reporting route, and keep evidence ready.

• Keep Clear Records in Estate Suite

  How to keep a clean audit trail by linking correspondence, documents, and ledger entries.

• No Will: Practical Intestacy Guide

  A clear route for estates with no valid will, from applicant checks to beneficiary records.

• Other Estate Interests and Heritage Assets

  Capture linked-estate interests and heritage assets with evidence strong enough for review.

• Pay Inheritance Tax and Meet Deadlines

  Set deadlines early, plan funding, and keep tax payment evidence ready for probate.

• Probate Application (PA1P or PA1A) Guide

  A beginner-friendly guide to submitting probate in England and Wales and tracking it in Estate Suite.

• Scotland Confirmation (C1) Guide

  A plain-English guide to preparing C1 and submitting a Scotland confirmation application through the Sheriff Court.

• Transferable and Residence Nil-Rate Band Claims

  Check TNRB and RNRB claims correctly and store the evidence needed to support them.