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HMRC internal manual

Inheritance Tax Manual

From
HM Revenue & Customs
Updated
, see all updates

Obtaining mandates: form of mandate for general use (except for banks and building societies)

To:

As [personal representative of *deceased][trustee of the *settlement], I hereby consent to the disclosure to # or any authorised officer of HMRC of such information and documents as he/she may request about your dealings with [the deceased, any attorney who acted on the deceased’s behalf in his/her lifetime, or the personal representatives of the deceased][the trustees].

(Signed) ………………………………………………………………………………..

(Name in print) ………………………………………………………………………………..

(Date) ……………………………………………………………………

  • Insert the name of the deceased or settlement

# Insert your name