Refunds and rebates

Treetops66

Hi, I can't see anywhere to add refunds of TV licence, BUPA, energy suppliers.
I'm hoping this means they aren't part of the tax calculation as they relate to unused services after death.

I'm using a tax lawyer who doesn't know but says I could deduct from any money I'm owed from the estate but I would've thought there needs to be a paper trail.
Also the funds are going into the executor account not mine.
Has anyone had advice on this or should I call the tax office? Thanks

p00hsticks

Treetops66 said:

Hi, I can't see anywhere to add refunds of TV licence, BUPA, energy suppliers.

I'm hoping this means they aren't part of the tax calculation as they relate to unused services after death.

Are you referring to the IHT form ?

Isn't there a question about whether there is any money owed to the estate ?

I don't have the form to hand but think we put an expected tax rebate down in that section.

I don't understand your thinking in the second sentence - it's presumably money that the deceased paid out for services they never got to use, and so the refund should form part of the estate (if you think about it, if they had chosen to pay monthly rather than annually in advance, then part of the money would have still been sat in their bank account at the time they died and so would have been part of the estate - getting a partial refund on a service paid for in advance is effectively the same).