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Bereavement guide

Please answer 'Yes' or 'No' to at least one question then click the 'Get answers' button at the bottom of the page.

 

Q1. Does HM Revenue & Customs (HMRC) know who is dealing with the tax affairs of the person who died?

Yes  No

 

Q2. Did the person who died receive a pension, income, wages, profits, or interest on savings?

Yes  No

 

Q3. Since the person died has their estate received any income that hasn't been taxed?

Yes  No

 

Q4. Is the estate worth less than £325,000?

Yes  No

 

Q5. Do you need to apply for probate (confirmation in Scotland) in order to distribute the estate?

Yes  No

 

Q6. Did the person who died have any tax bills that need paying?

Yes  No

 

Q7. Did the person who died receive tax credits and/or Child Benefit?

(Tax credits can be claimed by people who work and are on a low income)

Yes  No

 

Q8. Did the person who died have a spouse or civil partner?

Yes  No

 

Q9. Did the person who died have children who someone else is now responsible for?

Yes  No