R27 Tax form

agpatch

I am in the process of completing R27 form following the death of my father last year
I am struggling as to what to put as untaxed interest in Q25 he only had one account in his sole name which is an ISA so tax free do I need to include interest from this ISA or not ?
Any other accounts were tied up investment plans and Interest is only paid on maturity I assume these do not need including Help please anyone ?

newbutold

I had the same query about whether to include ISA interest, I phoned the R27 helpline & they said not to include it.

Cannot answer your other question but I would suggest phoning the helpline as they were very helpful to me.

getmore4less

ISA interest upto date of death on the r27 does not need to be included.

They lose the tax free status at DOD, so any interest during admin that is not taxed does need to be accounted for on the tax returns for admin(if notified quickly it is not usualy a problem).