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Posted Sun, 26 May 2024 08:47:42 GMT by TomB
For a family member that died I am the personal representative. I found out that we need to declare pension income from abroad for some years back as well as paying back overpaid benefits out of the estate. I wonder if we must pay the amount only with interest penalties, or also penalties for submitting late and paying late? Is there a similar calculator like the late payment self-assessment tax calculator for this? And how far do we need to go back? There are gaps in the statements so we can only estimate some of the amounts and might only get missing statements from abroad after probate. But we must find out the debt sum for the inheritance tax sum. Help is very appreciated - thank you!
Posted Thu, 30 May 2024 12:15:40 GMT by HMRC Admin 19 Response
Hi,

HMRC can go back 6 years for unpaid, and, or undeclared income or tax.

For an answer to any Inheritance Tax queries, you would need to contact our Inheritance Tax team, or seek professional advice.

Inheritance Tax: general enquiries

Thank you.

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