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R27 - Reclaiming tax or paying tax when someone dies

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Form URL
pdf icon R27 (PDF, 190KB)
Description

If you’re dealing with the estate of a deceased person because you are a Personal Representative or Executor, use form R27 to finalise their tax position. You can also use this form to authorise someone else to deal directly with HMRC on your behalf.

Use form R27 to finalise a deceased person's tax position and claim any refund due

Help and guidance relating to this form

Form URL
R27 Notes - Notes for filling in form R27 (PDF, 282KB)
R27 - Reclaiming tax or paying tax when someone dies
Form URL
Claiming back Income Tax on behalf of someone who has died
This guide explains when a tax refund might be due and how to claim it.

Related forms

R40 - Claim for repayment of tax deducted from savings and investments
Use form R40 to claim a refund if you think you have paid too much tax on interest from your savings

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