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Help needed on income tax owed after death

mis_sally
Posts: 23 Forumite

in Cutting tax
My daughters 41 year old husband died recently after several years of ill health, they were living on dla/incapacity etc
He died leaving no assets at all apart from a small old pension that my daughter claimed in a lump sum, she had the tax deducted before she received it.
Now she has had a letter from the tax office saying her late husband owed some tax . Does anyone know if this pension is classed as his estate and will she be liable to pay the tax owed. Any help will be appreciated
Thanks
He died leaving no assets at all apart from a small old pension that my daughter claimed in a lump sum, she had the tax deducted before she received it.
Now she has had a letter from the tax office saying her late husband owed some tax . Does anyone know if this pension is classed as his estate and will she be liable to pay the tax owed. Any help will be appreciated
Thanks
0
Comments
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Does anyone know if this pension is classed as his estate
Doubtful if it was paid direct to his wife (as a death benefit) rather than to his Executor. But you need to qualify just how it was paid.
If you also post some detail from the P800 (?) showing the underpayment (Year / Income(s) / Tax due / Tax deducted). And the detail from the cover note which should clarify why he was underpaid - someone will look it over and give a view on whether it looks right - or not.If you want to test the depth of the water .........don't use both feet !0
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