PA1P and PA1A Forms

Probate Assistance with PA1P and PA1A Forms

When someone passes away, their estate—including property, money, and possessions—needs to be distributed according to their will or, if there is no will, according to UK law. Probate is the legal process that authorizes an executor or administrator to manage and distribute the estate.

What is Probate?

Probate gives legal authority to the executor (with a will) or administrator (without a will) to:

Access the deceased’s assets, such as bank accounts or property

Distribute the estate legally and in compliance with the will or intestacy rules

You usually need probate if the deceased owned:

Significant financial assets (savings, investments)

Property in their sole name

Valuable possessions (cars, jewellery, business assets)

Probate may not be required for small estates or jointly-owned assets.

Who Can Apply?

PA1P (With a Will)
Executors named in the will.

PA1A (Without a Will)
Close relatives (spouse, civil partner, child) can apply to administer the estate.

Step-by-Step Procedures

Gather Required Documents

Death certificate or interim death certificate
Original will and any codicils
Detailed list of assets, liabilities, and debts

Determine the Correct Form

PA1P: When there is a will
PA1A: When there is no will

Complete the Forms

Provide deceased’s personal information
Provide executor/administrator details
List estate assets and liabilities with values

Submit Your Application

Include the death certificate, will (if applicable), and application fee
Send to the nearest Probate Registry

Inheritance Tax (IHT) Basics

Threshold (Nil Rate Band): £325,000 (2024)

Standard IHT rate: 40% on estate value above threshold

Additional allowances: Residence Nil Rate Band, spouse exemption

Recovery of financial documentation

Payment: Usually from estate funds; can be instalments over 10 years with interest

Why Use Our Service?

Cost-effective
Avoid high solicitor fees for straightforward estates.

Expert guidance
Navigate PA1P/PA1A and inheritance tax requirements

Form completion
We can complete, review, and submit the forms for you

Peace of mind
Reduce errors, delays, and confusion

When a solicitor may still be needed
Complex estates, foreign assets, disputes, or complicated tax issues.

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