Step 4: Value the estate
What to include in an estate value, how accurate you need to be, and when you need to consider Inheritance Tax reporting.
Inheritance Tax and the IHT400Understand when you might need the IHT400 form to report the estate to HMRC, including how to pay Inheritance Tax, or claim exemptions.
Valuing an estateHow to value an estate in Scotland, how accurate different estate valuations need to be, and what to include in the value for Confirmation.