Jurisdiction(s):
United Kingdom

Estate administration: notification of death and request to deceased's accountant for self assessment return, seven-year gifts and related information

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Precedents

[ enter name ]
[ enter address ]

Dear [ [ enter organisation name ] OR [ enter name of accountant ] ]

The late [ name of deceased ]

National Insurance Number: [ enter national insurance number ]
Address: [ enter address of deceased ]

We write with sadness to notify you of the death of the late [ name of deceased ] [ also known as [ enter other name(s) by which the deceased was known ] ], who died on the [ enter date of death ]. We have been instructed by the personal representatives, and we enclose an office copy of the death certificate for your consideration and return.

From our understanding, you acted for the deceased in relation to their self assessment tax returns. We would be grateful if you could send us a copy of their last completed tax return, together with full details of any gifts or transfers made during the previous seven years, along with any other information you believe may assist with the administration of the estate and the associated tax calculations. Yours sincerely...

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Web page updated on 22/05/2026

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