Tax

Tax Issues after Death

Executors or administrators in estates have obligations and personal liability to complete inheritance tax returns to the Capital Taxes Office, pay inheritance tax when due and make further disclosures if additional assets come to light. In addition the income tax positions of both the deceased and the executors or administrators have to be settled and whatever tax returns are required duly submitted for both the period prior to death and the post death administration period lodged with HMRC.

How we can help

We have an experienced team of in-house specialists who will complete the Inheritance Tax returns documentation for submission to the Capital Taxes Office, will advise on any tax liabilities arising, will complete Income Tax returns for the deceased and during the administration period, apply for any tax repayments that are due and ensure that the tax affairs of both the deceased and the executors or administrators and considered closed by the appropriate authorities.

Related Information Sheets (PDF files)

Next Steps

Take the next step and call us on freephone number 0800 840 9293 or send us your details.

Here to help

Helen Cairns Profile picture Helen Cairns

Legal Executive

Emily Morris Profile picture Emily Morris

Family Estates Executive

Gilbert Nesbitt Profile picture Gilbert Nesbitt

Partner

Lenore Rice Profile picture Lenore Rice

Partner