IHTM02161 - Communications: Personal applicants: seeing things from the personal applicant바카라 사이트™s viewpoint
A personal applicant (PA) is anyone who chooses to deal with us directly, rather than employing an agent. A PA will generally have less understanding of Inheritance Tax than an agent, but this will not always be the case.
Dealing with PAs differs from solicitors for a variety of reasons
- they do not usually have a detailed knowledge of Inheritance Tax (IHT)
- they are unlikely to understand our procedures, especially our turnaround times
- in many cases they have suffered a recent bereavement, and
- the tax involved is likely to affect them personally
It will help if you can put yourself in their position as much as possible. Try to think about what you would want to know if you were them. You will save a lot of time if you anticipate what PAs are likely to ask and keep them informed. Specifically:
- they need to know why you are taking a particular course of action, and
- how long it will take. If you don바카라 사이트™t know how long something will take, say so.
By keeping the PA informed you will reduce the chance of a complaint and may be able to close the file more quickly
You should tailor your approach to the particular PA you are dealing with. In general you are unlikely to go wrong if you assume a minimal knowledge of IHT but a level of intelligence equivalent to yours
Since the PA is likely to have suffered bereavement you should be sensitive in the way you raise queries and the wording you use. In particular:
- do not refer to 바카라 사이트˜the deceased바카라 사이트™ but use the relationship between the deceased and the PA if known (for example, 바카라 사이트˜your late mother바카라 사이트™). If not known use the deceased바카라 사이트™s name (for example, 바카라 사이트˜the late Mrs 바카라 사이트¦.바카라 사이트™), but
- be careful of relationships (for example, the wife of the PA바카라 사이트™s late father may not be the PA바카라 사이트™s mother but a stepmother).
Remember that the PA may still be grieving and that this may influence their behaviour.