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.