English | Cymraeg

Before you start registration

Only start once you have everything you will need, because there is no way to save an incomplete registration.

To register the estate you will need to sign in to your Government Gateway account (or you will need to create one). You may also be asked some questions to confirm who you are. Details about yourself you may need include:

  • your National Insurance number
  • mobile or landline phone number for 2-step verification
  • valid UK passport details
  • recent payslips or last P60
  • tax credits or pension payment amounts

Details you will need to register the estate

You will not be able to change these details later on.

For the person who has died you will need:

  • official name
  • date of birth
  • date of death (needs to be on or before 31 December 2021)
  • National Insurance number
  • last known contact address
  • relationship status
How to find the details of the person who has died

The person’s first and last name will be on the death certificate. Their last known contact address is where they had their post sent before they died. This could be to a home that they owned or where they last lived.

If the person did not have a National Insurance number, you will need to submit an IHT205 paper form instead.

The person who has died’s relationship status is their actual situation when they died, not what they, or someone else, might have thought it to be. If the person who has died was married at some time in their life and then divorced, you should select divorced.

For all the executors or administrators listed on your probate application, you will need their:

  • official name
  • National Insurance number
  • date of birth
  • address
  • phone number
How to find the details of executors or administrators

All names should be as they appear on a passport or other official document. They might be different to the names that you know people by.

The phone number is so that HMRC can contact this person. This might happen after you have finished the estate report and it is being reviewed.

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Get help using this service
If you need more help, call the Inheritance Tax helpline on 0300 123 1072 (+44 300 123 1072 from outside the UK).