24 May 2012

New tax helpline for the bereaved

HM Revenue & Customs (HMRC) has launched an enhanced service for individuals who need to discuss a tax matter following bereavement.

The tax authority has set up a new telephone helpline and address box for people who need to contact them about a PAYE or self assessment matter following the death of a family member.

Those who phone HMRC about tax and bereavement will now be able to speak to a dedicated team of advisors.

In addition, HMRC has simplified the R27 form used to finalise the tax affairs of anyone who has died.

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. HMRC has been working closely with the voluntary sector and customers to improve the experience when dealing with the department after someone has died. 

‘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.’

The helpline (tel 0845 300 0627) will be open between 8am and 8pm, Monday to Friday, and from 8am to 4pm on Saturday.

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