Lesley Reeves
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How to claim a tax refund for deceased person
My mother died in June 2023 and as executor of her estate I informed all the authorities via the Tell Us Once service. She received 2 personal pensions in addition to her state pension and paid tax. She also received interest on her savings. How do I find out if a refund is due for the 2023/24 tax year and when this will be paid please?