Tax, Interest, & Capital Gains for HMRC

RougeAce

Hi All,

I really hope that you can help me? My father in law passed away approximately 6 months ago, it has now come to light that he was required to complete a self assessment tax return form for the period 2012-2013, and 2013 until he passed away.

I have offered to help my mother in law with this as she currently has a great deal of other things to work with. At present I have agreed an extension to the usual deadlines (July) and got a list of all investments and accounts that were in his name at the time of death.

As far as I am aware I now need to contact all these on the list and get details of interest, capital gains, and tax paid for the two periods above. Firstly is this correct, secondly is there any standard wording or letter templates that I can use? Presumably I need to send them in her name with a copy of the grant of probate???

Finally I also need to get details of income and tax from his employer and pension provider. As above, is there any standard wording for this?

Thank you so much in advance

Patrick

CLAPTON

RougeAce wrote: »

Hi All,

I really hope that you can help me? My father in law passed away approximately 6 months ago, it has now come to light that he was required to complete a self assessment tax return form for the period 2012-2013, and 2013 until he passed away.

I have offered to help my mother in law with this as she currently has a great deal of other things to work with. At present I have agreed an extension to the usual deadlines (July) and got a list of all investments and accounts that were in his name at the time of death.

As far as I am aware I now need to contact all these on the list and get details of interest, capital gains, and tax paid for the two periods above. Firstly is this correct, secondly is there any standard wording or letter templates that I can use? Presumably I need to send them in her name with a copy of the grant of probate???

Finally I also need to get details of income and tax from his employer and pension provider. As above, is there any standard wording for this?

Thank you so much in advance

Patrick

who obtained probate?
did they not write to all these people to finalise the probate documents?

RougeAce

Her solicitor wrote to all of these concerned, he is where I have obtained the list/addresses from, but as the 2012-2013 tax return had not been completed then I need to contact them for these details.

xylophone

If your father-in-law usually self-assessed, he would probably have kept copies of his tax returns from previous years - this will help for reference.

Again, he would almost certainly have kept his statements of interest/ dividend vouchers/details of sales and purchases/ P60 etc for the tax year 2012-13. Have you asked MIL where he kept his papers?

The tax year 2013-14 has only just ended so there may well be tax vouchers etc to come but if the financial organisations concerned have been advised of his death, I would have expected them to have provided closing statements?

RougeAce

Thanks xylophone,

Unfortunately we have been through his papers for tax vouchers. However they are not present, hence why I need to request them again.

Can you advice how this would be done?

xylophone

Do you have passbooks for any of the savings accounts? If so, and these have not been "made up" for over a year, you can go to the branch/branches and get this done.

You mention an employer and a pension provider - your FIL was in receipt of a pension and a salary? You could telephone in the first instance and see what help is available in the circumstances.

You might contact the registrars of any shares owned by your late FIL, initially by telephone, similarly any investment platform he used.

RougeAce

Hey All,

Thanks for your help. I got the majority of what I needed today by phoning the relevant parties and simply asking for them to send details to the registered address.