Does anyone know what the delay is in obtaining copies of historical Wills/Probates is being caused by? I’ve been waiting for over 8 weeks for a copy of the pre-deceased spouse’s Will and Probate so I can complete the IHT400 and it has still not been sent to me.
I am concerned about penalties but also don’t want to complete the return on a guess as my client’s arguably know that they the information they are submitting is incorrect.
You do not say whether you have applied by post or not, but just in case - have you tried requesting through the probate search service at gov.uk? That usually yields a downloadable copy in a short time. Presumably you do not require a sealed copy, and a copy provided by the registry would do?
I have encountered exactly the same problem having applied online for a copy of the pre-deceased spouse’s Will & grant of probate for the same purpose as Kathryn. I applied online on 14th December and paid the increased fee of £16.
I sent a chaser email on 23rd December pointing out that this service used to cost £1.50 and as noted by Damian, I used to receive the documents I had requested within a day or two at most.
I used to receive the documents I had requested within a day or two at most.
On 31st December I received the following reply:
‘Dear customer,
Please accept our apologies for the delay in fulfilling your order(s). We are currently experiencing a backlog of orders and are working hard to get them all processed as quickly as possible.
Unfortunately, as the fee for obtaining grants and wills had been announced to rise from £1.50 to £16 two weeks before the 17th November, we have been inundated with thousands more requests than we normally would.
Your order(s) have not been forgotten and we will endeavour to get them serviced and resolved as soon as possible. You will be notified, usually by an automatic email, as soon as your documents are sorted. We will also be monitoring orders to ensure that you are notified quickly.
Please don’t hesitate to contact us if you have any further questions.’
A third-party was offering this service for free and they made the initial application online. We have subsequently placed our own application and are still waiting for a response on both matters. The third party received the same reply this week as was posted above.
Yes and a farce which creates unnecessary work for clients to pay for, at least as regards non-taxable trusts, and the fees though reasonably calculated do not assist the relationship with the adviser. Also, it is part of the monstrous ubiquitous cost/shifting strategy of HMG which includes the scandalous time wasted by agents waiting in the HMRC phone queue.
I once had a client who always phoned me after 6pm under the impression that my time would then be free. In those days I had to advise clients chosen by my firm.