Eligible Expenses

What the Loan Can Fund

All recognised testamentary expenses are eligible. Draw each amount separately — interest starts only on the day each draw is made.

Solicitor & Legal FeesProbate solicitor fees, estate administration legal costs, and professional adviser fees.
Funeral Costs & Outstanding BillsFuneral director fees and outstanding bills that must be settled by the estate.
Property Repairs & ClearancesMaintenance, repairs, and clearances required before the property can be sold.
Buildings InsuranceMaintaining property insurance on the estate property until it is sold or transferred.
Estate Agent & ConveyancingEstate agent fees and conveyancing costs for selling estate property.
Any Other Testamentary ExpenseAny cost recognised as a legitimate estate administration expense under UK law.
How Drawdown Works

Pay Interest Only on What You Use

Unlike a lump-sum loan, a drawdown facility means you borrow only what you need at each stage. Unused facility carries no cost — a genuinely cost-efficient way to keep an estate moving.

Compare Best Rate
1
Facility approvedThe full facility is agreed. No interest charged yet.
2
Draw legal feesYou draw £8,000 for solicitor costs. Interest starts on £8,000 only from today.
3
Draw property clearance3 months later, draw £4,500. Interest on that £4,500 starts now; £8,000 continues from draw date.
4
Probate completesLoan and accrued interest repaid from the estate. Unused facility: zero cost.
FAQs

Estate Expense Loan Questions

Yes. Our lending partner can assess both — IHT payment to HMRC plus an ongoing expense drawdown facility — as part of a single application. Both are secured against the estate.

The application is made by the executor or administrator. A solicitor can also make a referral on the executor’s behalf. There is no liability on the solicitor making the referral.

Unused amounts cost nothing. If the estate administration costs less than anticipated, the facility can be closed with no penalty on the undrawn portion.

Also Available

Other Estate Loan Products

IHT Loan

Pay Inheritance Tax Directly to HMRC

Fund an IHT liability before probate is granted. Payment direct to HMRC using the estate’s reference.

View IHT Loan →
Beneficiary Advance

Access Up to 50% of Your Inheritance Early

Named beneficiaries can access funds before probate completes. No monthly repayments.

View Beneficiary Advance →
For Professionals

Refer a Client in Under Two Minutes

Solicitors can refer clients with zero liability on their firm.

Professional Referrals →

Compare estate expense loan rates — keep the estate moving.

We match you to the best-rate drawdown lender from our FCA-authorised panel. No pressure. No obligation.