Accurate form completion, every time.

Exizent helps you complete key Court and Inheritance Tax forms using the information you have already added to the case. Figures and details carry forward automatically as the case progresses which helps you avoid repeated typing and gives you more confidence in the accuracy of your work.

What this means for you

  • Less manual typing across IHT400, schedules, PA1A and C1

  • Greater confidence that figures stay accurate as details update

  • A clearer, more consistent way to complete essential forms

Book a demo
Screenshot of an online platform for inheritance tax forms, showing a list of forms and auto-generated schedules, with a focus on a form titled 'IHT400' and a magnified section of a death certificate displaying the date of death as December 16, 2002.
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Time efficiency

Gain billable hours back by spending less time completing complex forms

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Minimise risk

Avoid delays and resubmissions as Exizent handles all the complex calculations for you

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Flexible teamwork

Our form auto-population means anyone in your team can organise and complete forms simply

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It’s easy to get started

Book a demo
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Key benefits of preparing forms in Exizent

Screenshot of a digital interface from Exizent for managing estate inheritance tax forms, showing options to select and generate forms, with a list of generated and auto-generated forms, and a modal window displaying a list of form options including inheritance and estate information, claim forms, and the inheritance tax account.

Time saving efficiency

Use the information already in your case to complete forms with less manual effort. This reduces repeated typing and helps you focus on progressing the matter.

FASTER FORM COMPLETION

How this helps you

  •   Faster preparation of IHT and court forms using existing case information
  •   Less repeated typing across IHT400, schedules, PA1A and C1
  •   More time available for client work or higher value tasks

Necessary forms identified

Some forms like the IHT400 & Schedules take time to determine what documents need to be completed and sent. Exizent prepares any necessary form whenever an eligible asset is added to your case.

IHT400 & SCHEDULES

An illustration showing a property report for a family home, with a transaction history from HM Revenue & Customs and options to complete or archive the property record.

How this helps you

  •   You save time by avoiding the need to check which forms or schedules apply
  •   You avoid missing required forms because they are identified for you
  •  You have confidence that the right forms are prepared when you need them

Correct calculations, always

Reduce the risk of delays and resubmitting forms due to errors in calculations. Exizent removes the potential for human error by taking care of select calculations and the correct population of forms every time.

ACCURATE COMPLETION

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How this helps you

  •   More confidence that your forms stay accurate when case details change
  •   Fewer corrections and less repeated checking
  •  Consistent outputs your team can trust across every matter

No more endless admin

Any time you add or make changes to your case data, this will be automatically applied or updated in your forms. Exizent relieves the need to rekey information time and again. Stopping the need to block out hours of time to complete multiple forms.

AUTOMATIC UPDATES

Screenshot of an electronic document from HM Revenue & Customs with options to save and close or cancel, on a computer screen with a blue background.

How this helps you

  •   Less manual updating when case details change
  •   Fewer opportunities for errors caused by outdated information
  •  A more reliable way to keep forms and figures consistent
Book your Demo

“The auto-population of the forms is amazing and, as a sole practitioner with no admin support, a huge saving of time.”

LAURA THOMSON, ST LAW

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