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2026年2月15日 星期日

UK Probate and Estate Administration After Death: Step-by-Step Guide & Timeline

 UK Probate and Estate Administration After Death: Step-by-Step Guide & Timeline



Step-by-Step Guide (English)

  1. Register the Death

    • Must be done within 5 days (8 in Scotland).

    • Use the Tell Us Once service to notify government departments.

    • Inform banks and utilities — accounts are frozen until probate.

  2. Locate the Will & Identify the Personal Representative

    • If a Will exists → Executors named handle the estate.

    • If no Will → Next of kin (often the offspring) applies to be Administrator.

  3. Value the Estate

    • Collect details of all assets and debts.

    • Get valuations for items over £500.

  4. Report to HMRC & Pay Inheritance Tax (IHT)

    • Use Form IHT400.

    • Pay IHT by end of the 6th month after death.

    • Some taxes must be paid before applying for probate (via Form IHT423).

  5. Apply for Probate (Grant of Representation)

  6. Administer the Estate

    • Once you have the grant, sell or transfer assets, pay debts, close accounts.

    • Post a statutory notice in The Gazette to guard against unknown claims.

  7. Final Distribution

    • Prepare final estate accounts and distribute inheritance to beneficiaries.


Timeline (Estimated Duration)

StageEstimated Time
Initial Administration & Valuation4–8 weeks
HMRC Processing (IHT)4–6 weeks
Waiting for Probate Grant4–16 weeks
Collecting Assets & Paying Debts2–6 months
Final Distribution to Heirs1–3 months after probate granted
Total Duration6–12 months (up to 24 for complex cases)