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Original poster

Applying for confirmation Scotland

28 replies

kistotreasure · 22/01/2026 16:32

Hiya! Is there anyone who has applied for confirmation of a large but straightforward estate recently in Scotland that would be able to talk me through what forms you submitted?

I am determined that we will not need a solicitor once I actually figure out which forms apply to us!

Outline is that estate exceeds IHT limit by 10,000 HOWEVER the estate including the house is going to two adult children only.
Adult children are amicable and in good communication. Only one of them is executor due to geographical reasons

So I think because of this we will have an extra 175,000 RNIB allowance on top of the 325,000 so I believe we will not owe IHT. Though I think we still need to check with HMRC for that to be signed off

But this is where it becomes unclear what we need to fill out
Is it
A) just C1
B) c1 and c5
C) c1 and IHT400
D) c1 and IHT400 and the other form that requests RNIB
E) none of the above.

Please dont advise if you have been through probate elsewhere in UK because I think Scotland has different rules and I am definitely confused enough lol

OP posts:
FizzPlease · 23/01/2026 20:37

We are going through this at the moment, but have instructed a solicitor. My sister is executor. They have a minimum fee of £3000 and will advise as and when it goes over that. In our opinion it is money well spent and takes the pressure off us grieving siblings, but it also helps to have experts doing everything in a timely and efficient manner.

We have accepted an offer for the house (with our condition of confirmation being granted). We opted for the same solicitors to do both this process alongside conveyancing - 2 different solicitors, in the same practice - and the result has been a straightforward, streamlined process with all the conveyancing preparation (in so far as is applicable) being done in tandem with the legalities of the estate. (as @botanics has highlighted).

Lucky for us, my Mum's house was immaculate and well maintained, so getting it on the market was not difficult - although nonetheless heart breaking parting with her house and contents. Our estate agent has been first class too, which has helped tremendously.

I am very sorry for your loss and hope it all works out. It is a lot to take on when you've lost a parent.

Original poster
kistotreasure · 24/01/2026 00:24

botanics · 23/01/2026 08:17

I think a notional figure is acceptable unless there are items of significant value (or if there are several beneficiaries). In many cases it is actually going to cost to get rid of moveable assets via a house clearance (you can take this sum off the figure for IHT). I don't think there is an expectation you work out the value of things like three piece suites and clothes etc.. It would only be material if it was going to impact significantly on the total for IHT.

We will ne putting a notional number for the contents for sure. I will pop back on this thread and report on our progress because sadly there will always be someone new facing this situation!

OP posts:
Original poster
kistotreasure · 24/01/2026 00:26

FizzPlease · 23/01/2026 20:37

We are going through this at the moment, but have instructed a solicitor. My sister is executor. They have a minimum fee of £3000 and will advise as and when it goes over that. In our opinion it is money well spent and takes the pressure off us grieving siblings, but it also helps to have experts doing everything in a timely and efficient manner.

We have accepted an offer for the house (with our condition of confirmation being granted). We opted for the same solicitors to do both this process alongside conveyancing - 2 different solicitors, in the same practice - and the result has been a straightforward, streamlined process with all the conveyancing preparation (in so far as is applicable) being done in tandem with the legalities of the estate. (as @botanics has highlighted).

Lucky for us, my Mum's house was immaculate and well maintained, so getting it on the market was not difficult - although nonetheless heart breaking parting with her house and contents. Our estate agent has been first class too, which has helped tremendously.

I am very sorry for your loss and hope it all works out. It is a lot to take on when you've lost a parent.

Hopefully it goes through quickly for you all!
Sorry for your loss also.

I am determined to try without a solicitor first. But if the sheriff knocks me back a million times I may have to admit defeat!

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