HMRC improves tax processes for the bereaved

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HMRC has created a new form and telephone helpline for people who need to make contact about tax and bereavement.

Family members or personal representatives who contact HMRC about PAYE and Self Assessment with matters relating to bereavement will also be able to speak to a dedicated team of advisors.

HMRC said it has simplified its guidance and letters to make the process of dealing with tax following bereavement more straightforward.

The R27 form, Reclaiming tax or paying tax when someone dies, has also been redesigned.

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.

"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."

HMRC has been working with the voluntary sector and customers to improve the process in the department after someone has died.

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Nicola Culley

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