Mazza

My mother died last year and I am the executor of her estate. She had around £4,300 in interest from savings accounts and a further £1,300 was accrued by the estate before it was paid out. Her total income was just over £13,000, so she would have nearly the full £5,000 interest allowance remaining. Is the normal £1,000 interest allowance included in this or is it extra? Will I have to pay tax on the post-death £1,300? Can the beneficiaries reclaim this tax? If so how?

My mother died last year and I am the executor of her estate. She had around £4,300 in interest from savings accounts and a further £1,300 was accrued by the estate before it was paid out. I've been expecting something from HMRC since April as I thought they got automatic notification of interest amounts, but it seems I have to write in with details of the interest. Her total income was just over £13,000, so she would have nearly the full £5,000 interest allowance remaining. Is the normal £1,000 interest allowance included in this or is it extra? Will I have to pay tax on the post-death £1,300? Can the beneficiaries reclaim this tax? If so how?

Hi, My mother died last year and I'm the executor of her estate. I got a tax refund soon after she died, but then a few weeks later I got a request to repay the last week of State Pension that she received after her death, about £200, which I paid. Should I be due a further tax refund on this money? The first refund came through so quickly and I thought the £40 might come after April, but nothing has arrived.