Accurate form completion, every time.

Automatically complete Court and Inheritance Tax forms straight from your case data, at the click of a button.

A screenshot of a digital platform displaying inheritance tax forms, with a focus on HM Revenue & Customs documents. The interface includes a list of forms with checkboxes, modification and update timestamps, and a section for auto-generated schedules. The right side shows a magnified view of a form, highlighting the date of death as 16/02.
Outline of a person with a clock icon indicating time or schedule

Time efficiency

Gain billable hours back by spending less time completing complex forms

Icon of a document with blue dots and a gear symbol, representing settings or options.

Minimise risk

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

Icon of a computer monitor displaying a bar chart with upward trending line.

Flexible teamwork

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

Close-up of a clock and a British pound coin.

It’s easy to get started

Line drawing of a computer window with a file folder icon inside

SAVES TIME

Screenshot of the Exizent online platform displaying inheritance tax forms, with options to select and generate specific tax forms, including a list of generated and auto-generated forms.

One-click completion

Save significant amounts of time per case by completing Court and Inheritance Tax forms at the click of a button. Exizent captures the data you’ve entered in your case and maps it to the appropriate fields in your forms.

IHT400 & SCHEDULES

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.

Illustration of a property management or real estate document with an overlay of a property details card indicating a family home valued at £175,000, created on 20/06/2019, with options to complete, archive, or delete, and attached to a larger document from HM Revenue & Customs.

ACCURATE COMPLETION

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.

Illustration of a calculator and a financial document or spreadsheet showing property estate values in GBP, including individual and total estate amounts.

AUTOMATIC UPDATES

Endless admin eradicated

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.

Digital document titled 'HM Revenue & Customs' displayed on screen with options to save or cancel, and profile information labeled 'Username' and 'Firm One' at top right corner.

“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

Part of a letter 'T' with the word 'Draw' next to it.