We explain tax after someone dies in plain English, handle it correctly, and make sure you claim every relief you are entitled to, all at a fixed fee.
Tax After Someone Dies
When someone dies there are tax matters to settle, a final Income Tax return to the date of death, tax on income the estate earns while it is administered, and the Inheritance Tax position, and dealing with these at a difficult time is something we handle with care.
We prepare the deceased's final tax return, handle the estate's Income Tax during administration, advise on the Inheritance Tax position, and deal with HMRC on the family's behalf, taking the tax burden off you at a hard time.
There is usually a final personal tax return to the date of death, tax on income and gains the estate makes during administration, and the Inheritance Tax to consider, all with their own rules and deadlines, which we manage sensitively and correctly.
The Detail That Matters
When someone dies there are tax matters to settle: a final Income Tax return to the date of death, tax on income the estate earns while it is administered, and the Inheritance Tax position. We handle these with care so the family is not burdened at a hard time.
A final Income Tax return covers the deceased's income up to the date of death, claiming their allowances and any refund due to the estate. We prepare it and deal with HMRC on the family's behalf.
Income the estate earns while it is being administered, interest, dividends, rent, is taxable separately, usually at basic rates, and reported for the administration period. We handle this too.
We advise on the Inheritance Tax due on the estate, the available nil-rate bands, and the reliefs, working alongside the executors, though the detailed IHT account is part of probate.
Dealing with a deceased person's tax is complex and comes at the worst time. We take on the returns and the HMRC correspondence so the family does not have to.
Handling the final return, estate income and Inheritance Tax at once is complex and stressful, and families often miss a refund on the final return or mishandle the estate's income during administration.
Key Figures
How We Help
We prepare the deceased's final Income Tax return to the date of death, claiming allowances and any refund due to the estate.
We handle the Income Tax on income and gains arising while the estate is administered, and report it correctly to HMRC.
We deal with HMRC on the family's behalf and advise on the Inheritance Tax position, so you are not burdened at a difficult time.
All the forms, calculations and correspondence handled on your behalf, so you never have to decode HMRC's rules or sit on hold.
A clear fixed fee quoted after a free call, your position explained in plain English, and never a surprise bill.
We act quickly, and where earlier years are involved we put those right too, reclaiming refunds or minimising penalties.
Handling a deceased person's tax, the final return, estate income, Inheritance Tax, is complex and comes at the worst time. We take it on with care so the family does not have to navigate HMRC while grieving.
Recent Client Outcome
A family dealing with a relative's death were overwhelmed by the tax matters, the final return, the estate income and Inheritance Tax.
What we did. We prepared the final Income Tax return to the date of death and secured a refund for the estate, handled the estate's income during administration, and advised on the Inheritance Tax position.
The outcome. The tax matters were dealt with correctly, a refund was recovered on the final return, and the family was spared the HMRC correspondence while grieving.
Taking on the returns and the HMRC dealings lifted a real burden at a difficult time, and recovered tax for the estate.
Why People Come to Us
Questions Answered
Want us to handle this for you, end to end?
See our Self-Assessment Accountant →Free fifteen-minute call. Fixed quote within twenty-four hours. Your return filed, every expense claimed, your bill explained, and salon VAT, payroll and accounts handled if you own a salon. Same accountant, start to finish.
Or email info@yourtaxhelp.co.uk, we typically respond within two business hours.
📅 Free consultation calls available weekdays 1pm to 3pm and 7pm to 8pm. Pick a slot that suits you.