Estate planning is an important part of managing your wealth and providing for future generations. While we don’t offer advice on Inheritance Tax (IHT) or trusts, we do provide practical support with the tax compliance side of estate administration.

When someone passes away, the estate often continues to generate income during the Administration Period – such as rent, interest or dividends. This income must be correctly declared and Income Tax Returns submitted to HMRC as part of the estate’s legal responsibilities.

At Lewis & Co, we help Executors, Personal Representatives and Solicitors meet these obligations accurately and efficiently.

How We Can Help

• Income Tax Returns during the Administration Period
  Preparing and submitting the required estate returns to HMRC.
• Calculating tax due
  Working out the tax on income earned by the estate (e.g., rent, interest, dividends).
• Liaising with Executors, Solicitors and HMRC
  Coordinating paperwork and communications to keep everything on track.
• Clear timelines and requirements
  Advising what is needed and when, so nothing is missed.

Why This Matters

Administering an estate can be complex, and tax is just one part of the process. We make sure the tax side is handled properly, giving you peace of mind that all obligations are met and reducing the risk of delays or unexpected issues.

Need Advice on Inheritance Tax or Trusts?

We don’t provide IHT planning or trust setup advice, but we’re happy to work alongside your Solicitor or Financial Adviser to support you with any related tax compliance.

We’ll make sure your estate matters are handled properly. Get in touch today.