HMRC have created a new dedicated telephone helpline and address for individuals who have suffered a bereavement and who need to contact them about PAYE and self assessment matters relating to bereavement.
Family members or personal representatives of the deceased who phone HMRC about tax and bereavement will also have access to a dedicated team of advisors.
HMRC have also simplified their guidance and letters to taxpayers and redesigned the form R27 (Reclaiming tax or paying tax when someone dies). This form is used to finalise the deceased’s affairs to make it more straightforward.
Stephen Banyard, Acting Director General of Personal Tax, said:
‘We know that bereavement can be a very stressful and difficult time for family members. We want to settle the estates of customers who have died as easily and sensitively as possible. HMRC has been working closely with the voluntary sector and customers to improve the experience when dealing with the department after someone has died.’
‘It is vital that we communicate sensitively with people who have suffered bereavement. Our helpline, as well as the other changes that we will introduce over the next two years, will help us to do that.’