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Farra publishes information about death administration in England and Wales. It is not legal, financial or tax advice, and we are not solicitors — for a disputed will or a complicated estate, speak to one.

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Farra is a death administration assistant for UK families. Get step-by-step guidance for registering a death, applying for probate, notifying banks, and managing bereavement admin. From essential documents to practical checklists, Farra simplifies estate paperwork and funeral-related tasks so you can focus on what matters.

After Probate

Receiving the grant of probate is not the end — it is the beginning of estate administration. Executors must collect assets, pay any outstanding tax, complete an estate tax return, distribute to beneficiaries, and formally close the estate. These guides walk you through every step.

14 guides

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Assenting Property to a Beneficiary: The AS1 Form ExplainedTo transfer registered property to a beneficiary, the executor uses form AS1 (Assent of registered land). No SDLT is due on a straightforward assent. UK executor guide.
Beneficiary Disputes Over Executor Accounts: Rights and RemediesBeneficiaries can demand to see estate accounts and apply to court for them to be passed. Understand the passing of accounts process, surcharge, and mediation. UK 2026.
Beneficiary Receipts: Protecting the Executor on DistributionObtaining signed receipts from beneficiaries after distribution protects the executor from future claims. Understand what a receipt must include and how to handle refusals. UK.
Capital Gains Tax on Inherited Assets: Probate Value and ReportingCGT base cost for inherited assets is the probate value. Understand the 36-month main residence relief, the 60-day reporting rule for property, and CGT rates. UK 2026.
Closing Accounts After Distribution: Completing Estate AdministrationAfter distributing the estate, the executor must close the estate account, notify HMRC, issue R185 forms, and retain records for 12 years. UK executor guide.
Collecting In Assets After Probate: The Practical OrderThe most efficient order for collecting estate assets after probate: bank accounts first, then investments, then property. Use the Death Notification Service. UK executor guide.
Completing the SA900 Trust and Estate Tax ReturnThe SA900 is the annual income tax return for estates during administration. Understand when it is required, how to register for a UTR, and the key sections. UK 2026 guide.
Deed of Appropriation: Transferring Estate Assets to BeneficiariesA deed of appropriation transfers specific estate assets (shares, property, portfolios) to beneficiaries in satisfaction of their entitlement. No CGT is triggered. UK guide.
Distributing the Residuary Estate: Sequence and Practical StepsDistribution follows a strict order: specific legacies, pecuniary legacies, then residue. The executor's year is 12 months from death. Obtain receipts from all beneficiaries. UK.
Estate Accounts: What They Are and How to Prepare ThemEstate accounts are a formal summary of all assets, debts, and residue — prepared before distribution and presented to beneficiaries for approval. UK executor guide.
Stepping Down as Executor: Renunciation, Reservation, and RemovalAn executor can renounce before intermeddling, reserve power, or be removed by court order. Understand the options and the ongoing liability after administration. UK 2026.
Tax After Estate Administration: What Beneficiaries Need to KnowReceiving an inheritance is not taxable, but estate income must be reported using the R185. Future gains on inherited assets use probate value as the base cost. UK 2026 guide.
What Happens When a Beneficiary Dies Before the Testator?If a beneficiary dies before the testator, their gift usually lapses. The s.33 Wills Act 1837 exception applies to descendants who leave children. UK executor guide.
What to Do Once You Have the Grant of Probate: Complete ChecklistThe grant of probate is the starting point for active estate administration. This checklist covers the key steps: Gazette notice, collecting assets, paying debts, and distributing. UK.