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Updated on 6 April 2024

Tracing assets after a death

When someone dies, if you are left in charge of sorting out their affairs, you will need to gather some information together. For instance, you need to know what their income and assets were and find out about any debts they owed. Here we set out some ideas that might help you trace a deceased ...

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Updated on 6 April 2024

Tax on income and gains after death

This page explains how the personal representative (the executor or administrator) deals with and reports any income and/or capital gains that arise after the deceased’s death but before the estate is distributed to beneficiaries. This period is called the administration period. There are special ...

6 wooden building blocks each with a tax related image on such as the word 'TAX' a document of 'TAXES', a clock with the words 'TAX TIME', a calculator, a bank, a piggy bank.
Updated on 6 April 2024

Income tax and capital gains up to the date of death

This page deals with the tax affairs of the deceased up to date of death. Before the estate is distributed to beneficiaries, the personal representative should ensure that any tax bills relating to the deceased are properly paid and any relevant tax refunds are claimed. 

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Updated on 6 April 2024

Specified adult childcare credits

Many people – often grandparents – look after their relative’s children to allow the parents (or carers) to go out and work. This can mean they are not building up entitlement to the state pension. Specified adult childcare credits may be available to ensure state pension entitlement is preserved ...

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Updated on 6 April 2024

National Insurance credits for carers

Caring can have an impact on your finances, particularly if you have had to give up work to be a carer. On this page we look at help towards your state pension by the provision of National Insurance credits for carers.

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