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EFIS 49, August 2006 : Probate

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The Inheritance Tax (Delivery of Accounts) (Excepted Estates) Regulations 2006 will come into force on 1st September and amend the cash limits specified in the 2004 Regulations of the same title and make other changes inserted by the Finance Act 2006 concerning alternatively secured pension funds.

We have taken this opportunity to update form PROPEP2005(REV) to refer to the new Inheritance Tax threshold of Ł285,000 in respect of deaths which occurred on or after 6th April 2006.

We recommend that Probate practitioners should only use PROPEP2006 in conjunction with Probate forms PRO4, PRO4B, PRO5, PRO8, PRO9, PRO11, PRO12, PRO13, PRO14 and PRO16 on or after 1st September and delete the existing PROPEP2005(REV) form.

This EFIS requires deletions. For deletion instructions, click here

Forms affected

PROPEP2005(REV) Probate Estate Provisions Withdrawn
PROPEP2006 Probate Estate Provisions New/Amended

Crown copyright forms are reproduced with the permission of the Controller of the Stationery Office. Law Society forms are reproduced with the permission of the Law Society. Legal Aid Forms are produced with the permission of the LSC.