UK tax returns after a spouse dies
A calm, practical review of the final return, estate income, property and investments after a spouse’s death.
In brief
The date of death starts a new tax-work timeline. I help the personal representative separate the final individual return from estate income and identify the UK work that is urgent.
What I organise
- The deceased person’s final tax year
- Estate income after the date of death
- UK property, rent, pensions and investments
- Residence and overseas assets
- HMRC correspondence and agent authority
- Records needed for probate and tax reporting
How the review works
- 1
Listen and stabilise
Understand what has happened and who is authorised to act.
- 2
Build the timeline
Separate the period before death from the estate period afterwards.
- 3
Find the gaps
Identify missing statements, property figures and HMRC actions.
- 4
Set out the next steps
Explain what needs filing now, what can wait and why.
What you receive
- A clear tax-work timeline
- Final and estate returns separated
- A document request list
- HMRC authority and correspondence plan
- Direct access to Matthew
Confidential Summary
Tell Me What Is Going On
Share the outline in your own words. I will read it personally, identify your UK tax connections, and reply with the clearest next step.
Please do not include passwords, complete bank accounts or identity documents.