Who to contact as executor after death?

wilkko73

I have contacted a couple of private pension companies and have spoken to utilities.I'm wondering about HMRC and DWP I haven't contacted them as I assume they have been contacted with the Tell us once service would that be correct? I'm just waiting to hear fro them

Flugelhorn

wilkko73 said:

I have contacted a couple of private pension companies and have spoken to utilities.I'm wondering about HMRC and DWP I haven't contacted them as I assume they have been contacted with the Tell us once service would that be correct? I'm just waiting to hear fro them

did you go through the Tell us once process ? 

wilkko73

Flugelhorn said:

wilkko73 said:

I have contacted a couple of private pension companies and have spoken to utilities.I'm wondering about HMRC and DWP I haven't contacted them as I assume they have been contacted with the Tell us once service would that be correct? I'm just waiting to hear fro them

did you go through the Tell us once process ? 

Hi yes it was not much more than a couple of weeks ago

p00hsticks

wilkko73 said:

I have contacted a couple of private pension companies and have spoken to utilities.I'm wondering about HMRC and DWP I haven't contacted them as I assume they have been contacted with the Tell us once service would that be correct? I'm just waiting to hear fro them

If you've used the Tell Us Once Service they'll know.

In my recent experience DWP are quite quick if there has been an overpayment or a spouses pension needs adjusting,  although if means tested benefits such as Pension Credit are involved they may also come back after probate is issued (if required) to query if the declared amount seems high (often because it incudes the value of the deceased's main residence). 

HMRC can take ages though - I received a tax refund last month for my late father who died back in March last year. 

wilkko73

p00hsticks said:

wilkko73 said:

I have contacted a couple of private pension companies and have spoken to utilities.I'm wondering about HMRC and DWP I haven't contacted them as I assume they have been contacted with the Tell us once service would that be correct? I'm just waiting to hear fro them

If you've used the Tell Us Once Service they'll know.

In my recent experience DWP are quite quick if there has been an overpayment or a spouses pension needs adjusting,  although if means tested benefits such as Pension Credit are involved they may also come back after probate is issued (if required) to query if the declared amount seems high (often because it incudes the value of the deceased's main residence). 

HMRC can take ages though - I received a tax refund last month for my late father who died back in March last year. 

Thanks,at least mum hadn't been claiming pension credit so that saves getting grilled about that one

Keep_pedalling

Have you got the council tax in your name yet? 

badmemory

Isn't council tax paused for a while after a death?

p00hsticks

badmemory said:

Isn't council tax paused for a while after a death?

Only if the property is left unoccupied following the death (class E exemption I think). 

In this particualr case, if my recollection of previous posts is correct, the OP was living in the house with the deceased (mother) as her carer and is the sole beneficiary , so now needs to be moving all all utility bills, council tax etc into their own name. They should now be able to claim the single person discount though. 

wilkko73

Now that mum doesn't have a bank account as I closed it and moved funds  to a savings account with my online banking,does anyone know if any refunds are due from tax etc how they would be paid in to that account considering she's not the account holder.For instance if they send a cheque in her name it's not going to be able to be deposited is it?

Keep_pedalling

If her estate is due a refund of income tax it will be paid to you as her executor not to her bank account. 

Hoenir

As executor you'll be responsible for ensuring that the tax affairs of the deceased are finalised with the HMRC. Likewise that the Estate files a tax return if so required. 

Bank statements are the normally the best way of dealing with notifications to start with.