The Gifting Kit + The Executor Kit: Inheritance Tax Edition

Both products together. £189 instead of £228.

They do opposite halves of the same job. The Giving Ledger reduces what your estate is worth while you are alive, by documenting gifts out of surplus income properly — the records HMRC actually expects. The Executor Kit records what is left and tells whoever has to deal with it exactly what to do.

The Giving Ledger:

• The guide to the normal expenditure out of income exemption (PDF and Word)
• Letter of intent, annual review letter and executor note templates (Word)
• The income, expenditure and gift tracking spreadsheet, with a Regular Gifts sheet (Excel)

The Executor Kit: Inheritance Tax Edition — all eight parts:

• Your Estate Record, The Executor’s Guide, Estate Letter Templates, Transferring the Property
• Inheritance Tax Calculator, The Pensions Guide, Pension Letter Templates, The April 2027 Briefing

Free updates to the Executor Kit for at least 24 months, including HMRC’s final guidance on the April 2027 pension rules.

Information and record-keeping tools, not advice. Not a probate service. Instant download. 14-day money-back guarantee.