My husband died in 2007 and I have recently received a large tax demand in his name for the tax year 2007/08. I calculated there was no tax to pay, as his age adjusted personal allowance covered his pension income, and all the bank interest had taxed deducted by the bank. What should I do?
This tax demand is probably incorrect. Ring the tax office and ask them to check their figures against what you put on your late husband’s tax return. In particular query the amount of state retirement pension. The Tax office may have altered your husband’s state pension figure to the amount due for the full tax year, ignoring the fact the pension stopped at his death. The tax office should have told you they were ‘correcting’ the pension figure. If they didn’t do this send them a letter of complaint.