Practicalities

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There are a number of things you need to do when a relative or friend dies and you are in charge of their affairs. 

NI Direct provides practical checklists you can consult to guide you through this period; from paperwork and notifying various agencies, to the task of executing the will. 

Immediate information:

https://www.nidirect.gov.uk/articles/what-do-when-someone-dies-checklist

Documents required:

https://www.nidirect.gov.uk/articles/documents-and-information-needed-when-someone-dies

Death certificate:

https://www.nidirect.gov.uk/services/order-death-certificate-online

Financial aid:

https://www.nidirect.gov.uk/articles/financial-help-bereaved

Property, probate, debts, estates and acting as executor:

https://www.nidirect.gov.uk/articles/dealing-deceased-persons-money-and-property

Funerals, wills & tax:

https://www.moneyadviceservice.org.uk/en/categories/deaths

You can also call HMRC for advice on probate and Inheritance Tax following a death, including:

  • understanding Inheritance Tax responsibilities
  • confirming the forms you need/completing Inheritance Tax forms

Call: 0300 123 1072 (Monday-Friday, 9am-5pm)

Getting Legal Help

While independent advice agencies can help with Social Security benefit forms, you may need the help of a solicitor to complete Inheritance Tax forms. You can check here if you need one.