The Executor Kit: Inheritance Tax Edition

Everything in the standard Executor Kit:

• Your Estate Record — everything an executor will be asked for, in one place (PDF and Word)
• The Executor’s Guide — what to do, in order, from the first week onwards (PDF)
• Estate Letter Templates — banks, insurers, utilities, employers, the Land Registry (Word)
• Transferring the Property — getting the house into the names of the people entitled to it, and which Land Registry forms to use (PDF)

Plus the four inheritance tax parts:

• Inheritance Tax Calculator — applies the rules in force on the date of death, so it is correct either side of 6 April 2027, not just today (Excel)
• The Pensions Guide — which pensions count, how to trace schemes nobody mentioned, and the income tax deduction most beneficiaries never claim (PDF)
• Pension Letter Templates — for scheme administrators, asking the right questions in the right words (Word)
• The April 2027 Briefing — what changes, who it hits, and what to do before and after (PDF)

Free updates for at least 24 months, including when HMRC publishes its final guidance on the pension rules. If an update affects a spreadsheet you have already filled in, we tell you how to carry your entries across — you will not be asked to start again.

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