Dealing with an Estate

When your spouse or civil partner dies, your financial situation often changes significantly. You may receive additional income from inheritances, pensions or benefits, or your income may fall. It's important to understand what you need to report to HMRC, how your tax allowanc...

5 min read

Applying for probate can seem daunting, but understanding the process makes it much more straightforward. This guide explains when you need probate, who can apply, and the steps you'll need to follow to get the legal right to deal with someone's estate after they die.

5 min read

When you're acting as an executor or administrator of someone's estate, you may need to register it with HMRC to manage its tax affairs during the administration period. Registration is required when certain thresholds are met, and it allows you to file tax returns and handle correspondence with...

5 min read

When someone dies, there are important legal and administrative steps you must take in a specific order. This article walks you through registering the death, arranging the funeral, and beginning to deal with the deceased person's estate. Understanding these steps will help you navigate what can be...

8 min read