Check whether the estate paid too much Inheritance Tax.
Tell us what tax was paid and what qualifying property or investments later sold for. GetWill checks the figures and records, then Fifty Six Law can prepare and submit an eligible claim.
Secure workspace Clear record of the work Legal service by Fifty Six Law
This service may fit if
Inheritance Tax was paid and land, buildings or qualifying investments were later sold at an overall loss within HMRC’s time limits
The appropriate personal representatives, trustees or other liable people can provide the complete sale and purchase records and sign the claim
The matter is not disputed and the supporting records are available
What is included
A free GetWill eligibility check before Fifty Six Law accepts the work
Structured intake for an IHT35 share-loss or IHT38 land-loss claim
Use of the Estate records, calculations and supporting documents already held in GetWill
Preparation, solicitor review and submission of the agreed claim
Routine correspondence with HMRC about the submitted claim
The £495 preparation fee is credited against the success fee if HMRC makes a repayment
A guided route from first details to completion
How it works
1
Free first check
Usually 10–15 minutes once the tax and sale information is available
2
Fifty Six Law accepts and prepares the claim
Usually within 10 working days of complete records and identity and authority checks
3
HMRC considers the claim
HMRC controls the response and repayment timing; every response is kept with the Estate record
What is outside this service
A refund guarantee or advice about whether an asset should be sold
Valuations, investment management, conveyancing or Capital Gains Tax work
A corrective account, disputed valuation, foreign tax issue, trust issue or other work outside an agreed IHT35 or IHT38 claim
An HMRC appeal, tribunal work or contentious matter
Fees charged by valuers, accountants, investment providers or other third parties
Fifty Six Law provides the legal service after conflict and identity checks and a separate service agreement. GetWill is the technology platform provided by Ailex Ltd.
