A checklist and letters for executors and administrators dealing with the deceased’s tax – Tell Us Once, the tax position to the date of death, PAYE refunds, final Self Assessment return, estate income during administration, Inheritance Tax deadlines and forms, and asking HMRC for clearance.
Letters to HMRC & personal tax
Dealing with HMRC After a Death – Personal Representative Letters and Checklist
About this document
When someone dies, their personal representatives (executors or administrators) must settle the deceased’s tax up to the date of death, deal with any tax on income and gains during the administration of the estate, and deal with Inheritance Tax. This checklist sets out the main steps, and the letters help with the most common correspondence with HMRC.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Letters to HMRC & personal tax
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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