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Tax Return for deceased - Missing Bank Interest information

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Comments

  • Aaron3195
    Aaron3195 Posts: 78
    Tenth Anniversary 10 Posts Name Dropper Combo Breaker
    Forumite

    As executor you can request current and previous years interest statements of the deceased, via the bank's bereavement line.

    God help you if its Nationwide though. I've been waiting since August last year for them and they constantly mess it up, it's still ongoing.

  • I called the bereavement team at HMRC and they confirmed they get details from the banks direct on interest earned.

    I got the impression it can take a while for this all to reach them. I would recommend ensuring that there are funds in the estate account for a while to make sure they can be paid

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