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  1. Paulie Gualtieri

    [Albion] Bereavement - Self Assessment Tax Return Advice

    Thanks to all contributors [emoji1303]
  2. Paulie Gualtieri

    [Albion] Bereavement - Self Assessment Tax Return Advice

    Thanks, and sorry for your loss. I’ve managed to deal with all the financials / collection of funds, life insurance, paid off the mortgage etc. I started the process with my mum present who gave authority for me to act after I got her to supply the death certificate. HMRC tax returns are the...
  3. Paulie Gualtieri

    [Albion] Bereavement - Self Assessment Tax Return Advice

    Thanks, didn’t need a GOP as both Dad and Mum had mirrored wills and therefore sole beneficiaries of their estate.
  4. Paulie Gualtieri

    [Albion] Bereavement - Self Assessment Tax Return Advice

    Thanks, yes have ordered as a starting point, might need to appointment an accountant to offset costs
  5. Paulie Gualtieri

    [Albion] Bereavement - Self Assessment Tax Return Advice

    Hi all, Unfortunately lost my father in December and have dealt with the majority of matters on the estate, this includes the “Tell me once” HM Gov process which notifies HMRC. I’ve since had a letter from HMRC letter requesting the final two tax returns. The latest will not be an issue as...
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