DOS service for Solicitors and Executors

Klarity Tax help you manage all tax affairs for lost loved ones

Full service management of self assessment tax return for Executors and Personal Representatives

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Self-assessment tax return service for Executors & Personal Representatives 

Welcome to our Tax Return Service for those who have lost loved ones or are administering the Estate of someone who has recently passed away.

If they received a pension, income, wages, profits or interest on savings, a tax return may be required.   

 

For Executors or Personal Representatives who are not familiar with managing tax affairs or cannot afford the time, you may find that you can benefit from the services of a tax professional. We will allocate you your own Personal Tax Adviser who will manage all the tax issues arising from the tax returns that are required.  Our goal is to provide a service that matches your individual needs. 

We will provide the following service: 

  • We will review tax liabilities for previous tax years and the tax year in which death occurred to advise how many tax returns are required

  • We will check whether anything Is currently owed to HMRC (important as interest may be charged on any outstanding amount until its paid)

  • We will complete the Tax Return (Self Assessment Return SA100)

  • We will complete the Tax Repayment Claim Form (R40) to pay tax liabilities due or obtain any monies due back to the Estate

  • We will ensure that you comply with Inland Revenue requirements and associated deadlines

  • We will keep you up to date on a regular basis

  • We will handle any correspondence with the Inland Revenue

Managing the Tax Return  

Once you have decided to use the Tax Return Service you will receive a welcome pack confirming your registration and payment for the service. It will include

  • a Registration form

  • a HMRC authorisation form (64-8) that will advise HMRC that we are acting on your behalf

  • a ‘details of deceased’ fact find (including a checklist of all items and information you will need to send to us)

  • our Terms and Conditions

Providing the right information 

It is important you ensure the information provided directly is complete and accurate. It is critical that we have all the right information to ensure the accuracy of the tax return so that there are no future liabilities to the Executor or Personal Representative.

Pricing

Each Estate is different in its structure/complexity, however Klarity Tax provides fixed price services to Solicitors/Executors/Personal Representatives of a deceased estate.

 

Our pricing model works in the following way:

 

  • Estates With a Value up to £1 Million

  • Estates With a Value Greater Than £1 Million

 

Both of these services can be utilised on a pay as you go model or you can obtain discounts if you know approximately how many estate cases you deal with in a year and set up a direct debit with us to provide an ongoing service to you.

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Request a quote

Complete the form to request a quote. One of our advisors will be in touch with you as soon as possible to discuss your requirements. 

 

Next Steps

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your wealth