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Information Only Policy

Last updated: 3 December 2025

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​1. Purpose of this Policy

 

This page explains the nature of the information provided by Probate & Estate Support Hub (“the Hub”), including:
 

  • Articles and guides

  • Paid digital downloads

  • Checklists and templates

  • The Probate Assistant (our AI tool)

  • Email content

  • Our Facebook community posts

  • Any tools or resources hosted on this site
     

The aim is to help people understand probate and estate administration in England & Wales in plain English.


We provide general guidance, not personalised legal advice.

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2. Guidance, Not Legal Advice

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Everything on this website — including AI output — is information only.

It explains:
 

  • how probate works

  • HMRC processes

  • common forms

  • inheritance tax concepts

  • examples and scenarios

  • what people often do in similar situations
     

It does not tell you what you personally should do.


We do not provide:

  • legal advice

  • tax advice

  • financial advice

  • personalised recommendations

  • formal opinions on any individual estate


We are not a law firm, and we do not offer regulated legal services.

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3. Defining “Advice” vs “Information”

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What advice is

(What we do not provide)
 

Advice is when someone:
 

  • applies the law to a specific person's circumstances

  • tells you what you should do

  • recommends a course of action tailored to your situation

  • interprets your facts and gives you a personal conclusion

  • forms a solicitor–client or adviser–client relationship


Examples of advice include:

“You should use the IHT400.”
“You do not need probate in your case.”
“Your gifts will not affect inheritance tax.”
“You should claim the residence nil-rate band.”


This involves judgement and professional responsibility.

 

What information is

(What we do provide)


Information includes:
 

  • explaining the probate process

  • setting out HMRC rules

  • describing common forms

  • offering general examples

  • giving checklists

  • summarising government guidance

  • noting when an issue may require professional help


Examples of guidance:
 

“Many simple estates use the excepted estate route, but it depends on all the details.”
“Most gifts over £3,000 may need to be reviewed by executors.”
“The RNRB applies in certain circumstances where a home passes to direct descendants.”


This helps users understand concepts but does not tell them what to do in their specific case.

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4. The Probate Assistant (AI Tool)

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The Probate Assistant is designed to:
 

  • provide general probate information

  • explain rules and terminology

  • help users understand steps usually involved

  • summarise complex topics in plain English


However:
 

AI generated responses may, at times, sound specific or appear to give advice.

This is a known limitation of AI tools.


To be completely clear:
 

  • The Probate Assistant cannot take your full circumstances into account.

  • It cannot confirm which forms to use.

  • It cannot give tax calculations for your estate.

  • It cannot assess gifts, trusts, or property structures.

  • It cannot provide personalised recommendations.
     

All AI responses are informational only, even if they appear specific.
 

You must not rely on AI output as legal or tax advice.

You remain responsible for verifying all steps and decisions.

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5. Articles, Guides, Tools & Paid Downloads


Our materials provide:
 

  • overviews of key topics

  • step-by-step descriptions

  • worked examples

  • practical insights

  • planning considerations

  • checklists and templates


They are designed to improve understanding, not to replace professional advice.


No guide, example, or template can consider every detail of an individual estate.

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6.  Facebook Group & Community Posts

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Our Facebook group is a supportive community where people share experiences and general guidance.
 

Important points:
 

  • Comments from group members are personal opinions, not professional advice.

  • Legal professionals may contribute, but they do so informally, not in a professional capacity.

  • The group is not supervised as a legal service.

  • We cannot verify the accuracy of every comment.

  • No member (including admins) provides regulated legal advice.


Users should treat all posts as general discussion, not authoritative instructions.

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7. When to Speak With a Professional

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Because probate depends on detailed facts, we recommend speaking with a qualified solicitor whenever you are unsure about anything at all.
 

You should seek professional help especially if there is:
 

  • uncertainty

  • disagreement

  • unfamiliar forms

  • property ownership complications

  • gifts or loans

  • foreign assets

  • trusts

  • business or agricultural property

  • potential inheritance tax

  • a larger or more complex estate
     

This ensures accuracy and legal compliance.


You can connect with an SRA-regulated solicitor here: 

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8. No Client Relationship

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Using this site, our tools, guides, or Facebook group does not create a solicitor–client or adviser–client relationship with Probate & Estate Support Hub or its owners.
 

We do not act for any estate and do not complete forms or make submissions on anyone’s behalf.
 

9. Accuracy and Updates
 

We aim to keep content accurate and current, but:
 

  • probate law and HMRC rules may change

  • forms and processes may be updated

  • AI responses may not always reflect the latest changes
     

You should always cross-check with GOV.UK and official HMRC guidance.
 

10. Limitation of Liability

 

To the fullest extent permitted by law:
 

  • all content is provided without warranty

  • the Hub accepts no responsibility for decisions made based on information provided

  • you use the Probate Assistant and our content at your own discretion

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