HMRC overhauls bereavement services

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HMRC is setting up a dedicated bereavement services team to deal with PAYE and Self Assessment when taxpayers die.

The initiative is the result of the joint working party with professional tax bodies to improve HMRC’s service quality. The main innovation is to include an option on the R27 form to finalise the deceased’s tax affairs that lets their personal representative or executor/administrator nominate someone to act on their behalf.

A new section has been added to the form to provide details of the surviving spouse or civil partner so HMRC can also review their tax arrangements.

The objective of the reforms is to offer a single point of contact when finalising the estate of a PAYE and Self Assessment customer who has died and to make it easier...

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About John Stokdyk

John Stokdyk is the global editor of AccountingWEB UK and


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16th Apr 2012 13:31

Oh dear...

A look at the form means that the executor/ solicitors will take over the submission of the final tax return. They usually dont have a clue.

and why ask for the spouses' NI? John (editor) states 'so HMRC can also review their tax arrangements' - why? I thought everyone was separate and paid their own taxes.

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23rd Apr 2012 15:43

A bit of extra info

I've double-checked the wording on HMRC's Bereavement Services website, which says, "They [administrator or personal representative] can also provide details of the surviving spouse or civil partner to enable HMRC to take action to review their tax affairs." 

Many thanks, too, to EOAKS for pointing out that the new service appears to be part of a Tell Us Once initiative that was unveiled on on 31 March.


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06th Jul 2012 12:55


Is it just strange perspective, or is this the funeral of a horse or something?

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