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Tax back on inheritance?

I inherited a number of bonds from my late aunt, a few had matured and I received the cash. Two more were still "live" and I was advised by the building society to leave these till their maturity date as the interest rate was so good. These both matured last year and tax was paid on the interest earned. I am a non tax payer ( don't get enough income ) and have to fill out a tax return. My question is can I claim back the £300 ish tax paid on these two bonds as they were inherited by me but still in my aunts name - didn't need to change it, just presented the will and death certificate on maturity of the bonds, they knew at her death too so it was on file. I was the main beneficiary and the estate was wound up about three years ago. Any advice would be appreciated, would like to claim the tax back if I can, but unsure I'm allowed in these circumstances.....Thank you anyone

Comments

  • le_loup
    le_loup Posts: 4,047 Forumite
    A dead person cannot own bonds, therefore you wee the owner. You can get the tax back by filling in an R40 available on HMR&C website.
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