Disclaimer

Last updated 17 October 2026.

Executr is a tool to help you act as an executor. It does not give legal, tax or probate advice. You are still responsible for checking the accuracy of all documentation before sending it to the relevant party.

A tool, not advice

Executr organises the job. It lays out the steps in order, fills forms in from the answers you give, drafts the letters, keeps a record of the estate and tells you what is due next. Every one of those outputs is built from what you enter, and the decisions stay yours. It is help with running the process, not a view on which path you should take.

We are not a firm of solicitors and we are not regulated by the Solicitors Regulation Authority. We are not authorised by the Financial Conduct Authority. We do not carry out reserved legal activities, and we do not recommend any product, investment or course of action.

Before acting on anything you read here, take advice from a qualified professional — a solicitor, chartered tax adviser, accountant or FCA-authorised financial adviser — who can consider your full circumstances.

You check it before it goes

Executr fills in forms and drafts letters from the information you give it. It cannot know whether that information is right, whether a figure is out of date, or whether an account, a debt or a gift has been left out.

Check every document before you send it, to the probate registry, to HMRC, to a bank or to a beneficiary. When you apply for probate you confirm that what you have said is true to the best of your knowledge, and when you report to HMRC you are responsible for what is reported. Executors can be held personally liable for getting it wrong — for tax that should have been paid, or for distributing an estate to the wrong people. Using Executr does not move any of that responsibility to us.

No reliance

Probate depends on facts a tool cannot capture: the precise terms of the will, the nature and history of each asset, domicile and residence, trust arrangements, the conduct of past gifts, family circumstances and the interaction of reliefs. Two estates with identical headline values can need entirely different routes and produce very different tax.

We make no representation or warranty that the steps, forms, letters or figures Executr produces are accurate or complete, and we accept no liability for any loss arising from reliance on them. Where the result matters, have it checked.

Nothing on this page excludes or limits any liability that cannot be excluded or limited by law.

What Executr does not do

Deliberately out of scope:

• Acting for you — we cannot deal with HMRC, the probate registry, a bank or a beneficiary on your behalf, and we cannot sign anything for you
• Disputed wills, caveats, and claims under the Inheritance (Provision for Family and Dependants) Act 1975
• Trusts of any kind, including a trust created by the will itself
• Insolvent estates, where the debts come to more than the assets
• Deeds of variation
• Estates with assets outside the UK, and questions of domicile or long-term residence
• Conveyancing — selling or transferring a property
• Advice on investments, pensions, or what anyone should do with what they inherit
• Working out who inherits where there is no will and the family tree is unclear

If any of these apply, you need a professional. We say so where we can tell, but the absence of a warning is not a sign that your estate is straightforward.

What the Inheritance Tax calculator does not model

The calculator performs arithmetic on the figures you supply and explains the rules it has applied. Out of scope:

• Trusts of any kind — the relevant property regime, ten-year charges, exit charges
• The residence nil-rate band downsizing addition (a home sold or downsized on or after 8 July 2015)
• Gifts with reservation of benefit
• Quick succession relief and double taxation relief
• Non-UK domicile and long-term-residence cases
• Woodlands relief and heritage property conditional exemption
• The option to pay tax by instalments
• The joint ownership discount — enter the discounted share value yourself
• Normal expenditure out of income, which is explained rather than computed

If any of these apply, the result will be wrong, usually materially.

Figures and dates

Tax rates and thresholds change, and some of the rules applied here are new. The rules on this site are current as at 17 October 2026.

These in particular should be confirmed against current HMRC and GOV.UK guidance before you rely on them:

• The £1 million allowance for Business and Agricultural Property Relief, from 6 April 2026
• The end date of the nil-rate band freeze
• The probate application fee, which is set by HM Courts and Tribunals Service and changes from time to time

Always check the current position on GOV.UK before acting.

Jurisdiction

Inheritance Tax is a UK-wide tax. Everything else here — the probate application, the fees, excepted estates, timelines and process — applies to England and Wales only. Scotland uses confirmation and Northern Ireland has its own procedure; both differ in process, forms and fees.

Your figures

Executr is not open yet. The only thing this website collects is an email address, if you choose to leave one, and the privacy notice explains what happens to it. When the service opens, the estate details you enter will be stored so that you can come back to them, and that will be covered by the service's own notice.

Links

Links to GOV.UK and other external sites are provided for convenience. We are not responsible for their content.