What is the process with the tax office and wills and probate when your partner dies?
Tax office doesn’t deal with wills and probate, that is the Probate Office. The executors are responsible for arranging any outstanding Tax Returns to be completed. For the year of death, this is about the only circumstance where the Tax Return can be done early, although in the case of a death, often extra time is given, because executor may have problems getting the information together. The accountant/agent can do the Tax Return providing written authority for him to act is given by executor. If a paper copy is done, executor will have to sign it, whoever completes it. Whatever the circumstances, a form R27 will need to be completed to tell tax office date of death, who is next of kin, details of executors/personal representatives, if there is a will, and authority to deal with agent or other representative. Look at http://www.hmrc.gov.uk , and put “dead” or “deceased” into search-box.
