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Tantamount to theft

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A client died in February 2018.  Obviously, HMRC blocked my access to her affairs but, after eight months or so, the executors got a P800 for the estate, asking for money.

Closer examination of the P800 showed that it included £2013 of interest - roughly double the interest she received in 2016/17.  It looked very precise, so I asked for the information they held.

Guess what ?  They just made it up.  But they kindly offered to amend it if I told them how much interest she actually received.

Is the Government really so hard up to steal money from dead people ?

Should I submit an SAR ?

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By CJaneH
23rd Apr 2019 18:21

When the client dies you are no longer their agent.

Contact the executor and/or the solicitor and get your self appointed as agent with HMRC for the deceased person estate.

If tax returns have been submitted before, submit a tax return for the year of death. This will enable the correct tax to be calculated and payment made or refund claimed.

My experience is solicitors are quite happy to let the accountant act as some are not very experience at income tax.

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to CJaneH
24th Apr 2019 16:32

Sure - but the object of posting was really to make forum members aware that you can't trust a word (or, rather, a figure) that HMRC say.

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24th Apr 2019 09:33

"Guess what ? They just made it up."

Makes you worry how the "unrepresented" sector go on?

One can only assume that HMRC believe their strategy is at least "adequate" for purpose? It certainly isn't "fit".

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24th Apr 2019 09:46

Why did they give you the information when you're not the agent?

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to bernard michael
24th Apr 2019 16:31

bernard michael wrote:

Why did they give you the information when you're not the agent?

The executors were smart enough to ask questions.

And I am now agent for the executors.

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24th Apr 2019 13:55

Exactly what happened to me three months ago. We had actually sorted out the P800 in September. Then a further one arrived. What I really disliked was the narrative concerning the bank interest. This said it was either based on information from the bank or the figure we had supplied. But neither was true, and it was about double. In fact, finally I found out that the further assessment was issued when the bank supplied the correct figure, and this was added to the first figure, hence the doubling up, and re-issed P800. Quite appalling

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to pauljgoodman
24th Apr 2019 16:29

pauljgoodman wrote:
. What I really disliked was the narrative concerning the bank interest. This said it was either based on information from the bank or the figure we had supplied. But neither was true, and it was about double.

Absolutely the point.

And the spurious accuracy of the estimate implied precision.

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