Reclaiming tax paid on joint PPI payment now my husband has died.

2 Posts

hello
Can anyone help me with my PPI tax reclaim please. In February 2018 we had a £2557.97 payment for a PPI claim on a loan taken out some years ago. A £306.23 deduction was taken for tax. My husband died in August that year. It wasn’t until recently I felt I could start to reclaim the tax How can I do this (the tax is only shown as a total deduction although we both had to sign to get the payment)? Do I reclaim the whole amount? Or does it have to be split, if so how do I know what that split would be.
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As it was paid before he died you can claim back for your late husband (and for yourself).
You need to complete a form R40 for each of you (unless you (or he) needed to complete Self Assessment returns for that year).