Legal Automation Software Transforms IHT400 Reporting: P&P Tax Advisors
A practical case study exploring how P&P Tax Advisors leverage legal automation software to streamline IHT400 reporting, reduce manual input, and improve efficiency across probate workflows.
Introduction to Legal Automation in UK Probate Work
P&P Tax Advisors began using Exizent at the beginning of 2026. Russell Smith, Director and Founder explains:
“I first met Luke from Exizent at the annual STEP tax conference in November 2025. I was immediately interested in what the software could offer to support my firm with IHT reporting, which forms a significant part of our work and was previously completed manually using PDF-based processes.
Following a number of demonstrations and training sessions, it became clear that the platform could deliver significant time savings by automating what had previously been manual and repetitive work, so I decided to adopt the software.
“Exizent now supports the firm with IHT reporting, estate accounts, and probate applications (including those that cannot be completed through the HMCTS portal).
Improving Accuracy and Reducing Risk in IHT Reporting
“The biggest benefit is the level of automation across the system. Information entered once is consistently carried through all relevant forms, which significantly improves the self-review process and greatly reduces the risk of errors or inconsistencies. Being able to select previously entered data from dropdown menus rather than re-keying information saves a substantial amount of time on each case.
How Automation in Law Saves Time on Every Case
“The platform also automatically reflects updates, such as changes to HMRC forms or requirements during a case, ensuring everything remains current without manual intervention. Overall, I estimate it saves me around two hours per case.
“The software is also very intuitive, and the training received from Jake has been straightforward as a result. Jake’s ongoing review meetings have been particularly helpful in ensuring I am using the system effectively. I’ve also been impressed by how receptive the Exizent team is to feedback, with genuine willingness to develop and enhance the platform based on client input.
“The correspondence functionality for generating mail-merge letters is another useful feature, which I am yet to fully implement, but I can already see the potential for further efficiency gains.
Enhancing Client Service with Probate Software
“As a sole practitioner, I deal directly with all my clients, which allows for a personal and flexible service. Exizent helps ensure that clients receive accurate, consistent documentation for review and signature, while freeing up my time to focus on advisory work and client relationships. It also enables me to take on additional work without compromising quality.”