R27(M) - Reclaiming tax or paying tax when someone dies

Last EFIS release: 97/2014 (October 2014)

Form status: New/Amended

On 6th October, Her Majesty's Revenue and Customs (HMRC) announced details of improvements to its bereavement service.

From 13th October, HMRC removed the need for personal representatives to complete form R27(M).

Instead, HMRC has replaced R27(M) with an automated process for PAYE customers and a tailored service for Self Assessment users which will include letters that match the individual's circumstances.

HMRC's announcement can be viewed at: www.hmrc.gov.uk/news/bereavement-service.htm

We have therefore amended form R27(M) with a warning pop up message to advise users the form has been removed by HMRC.

Forms IHT100(ALL), IHT30, IHT400(all), IHTC1, IHTC2, IHTD31 and IOV2 have all received minor field/macro amendments.

All forms should be used immediately.

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