Application for a grant of representation
Application for a grant of representation

The following Wills & Probate guidance note provides comprehensive and up to date legal information covering:

  • Application for a grant of representation
  • Place
  • Who may apply
  • Time limits
  • General requirement for inheritance tax account
  • Forms IHT421 and IHT205
  • Excepted estates
  • Forms of account
  • Delivering the account
  • Calculating the inheritance tax
  • more

NOTE: This Practice Note applies, in the main, to applications made by a practitioner by post. It is to make an application online in certain specified cases but the procedure differs substantially to that in a paper application.

Place

An application for a grant of representation can be made to the principal registry or to one of the district probate registries or sub-registries.

An application for a grant of administration pending determination of a probate claim (a grant pendente lite) must be made to the principal registry.

It should be noted that an application for a simple grant of probate can be applied for online although there remains the obligation to supply details of value of the estate, again online, to HMRC. It is possible to use the portal to apply the nil rate band and transferable nil rate band exemptions to the value of the estate. The only document that is required to be sent to the probate registry is the original Will.

Who may apply

An application for a grant of representation can be made personally or through a probate practitioner.

Time limits

The documents to lead the grant may be lodged at the registry at any time after the death of the deceased. Note that unless the district judge/registrar gives leave, no grant of probate or