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Tax - records - R27

I filled in the R27 as requested by taxman as I am the executor of a will. Now I have had a letter back asking for details of investment income for the last 3 years. I don't know where to start. I have no records whatsoever, my only clue is the bank my relative used and the Building Society that she used which has been taken over (maybe twice) Do I really have to trawl around these places asking questions? Would they keep records? What about other places I don't know about, how do I find out?

Reply to
J.X
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They should have kept records for that period.

They would certainly have records for that amount of time.

As R27 is about repayments, it would seem to me that your responsibility was to those receiving the residue of the estate. If they all agreed, to waive the repayment, I think you could probably avoid filling in R27 at all. I guess, as long as you make it clear what you are doing, that you could leave out details which, if included, would have been certain to have increased the refund, or make no difference.

Reply to
David Woolley

These are the rules that HMRC use for R27:

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Reply to
David Woolley

Weren't there any papers in your relative's home?

Reply to
Roger Mills

Not for 2008 or 2009. Though I did find a letter from the tax people dated last year showing they had changed the tax code to take account of income that was paid gross so it must have been declared. All other accounts last year were Isa's or bonds with interest paid net. Three years ago the money could have been anywhere.

Reply to
J.X

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