Mary

Thank you. I tried that first and was told they could only help with questions about paper forms actively being completed not the questions I have listed above.

Thank you. I tried that first and was told they could only help with questions about paper forms actively being completed not the questions I have listed above.

I am ready to apply for probate for my late mother who died June 2022. This qualifies as an excepted estate as it is under £650K and we are wanting to make use of my father's nil rate bands as he died in 1999, my mother was sole beneficiary. Do I need to do anything other than apply for probate (online)? The helpline indicated that as Inheritance Tax is not due (using the checker tool) I do not need to report anything to HMRC. Do I need to apply in any way to use Dad's nil rate band, the helpline suggested that I need only answer "Yes", I am "claiming the unused IHT allowance...of the deceased's late spouse" on the probate application following the rule change in January this year. Is this correct?