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Posted Tue, 08 Mar 2022 19:11:33 GMT by DaveBan
After my Dad died last year I came across a small unclaimed pension. It wasn’t nominated to anyone to receive it, so I claimed the pension lump sum death benefit as (his son) & as the executor of the estate. The payment was taxed at 45% by the provider at source. I phoned HMRC to ask whether it’d possible to claim any kind of tax rebate on this, & was told to write in, but I’ve not heard anything back yet. Even though the payment was made to me, would it actually have been made to the estate? If so & there was potential for a rebate, would it involve me claiming tax back from the estate using my own personal allowance? And does this mean it wouldn’t involve Dad’s personal allowance as that would’ve obviously ended when he died? Thanks in advance for any advice.
Posted Wed, 09 Mar 2022 14:00:19 GMT by HMRC Admin 17

If it was paid to you as executor of the estate in your father's name then it is likely to have been dealt with through the estate.

It may show on your fathers record however if the payment went through that as an individual.

It may be best to contact either estates if done through the estate :

Bereavement and deceased estate

or the indivudals helpline under your father's details :

Self Assessment: general enquiries  .

If this was not paid to you personally then it will not be set against your personal allowance .

Thank you

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