How to make a tax claim


As your personal circumstances are different from everyone else, so are the types of taxes you have to pay. You should always closely monitor all of the taxes you do pay, as you can then identify any instances where a tax refund might be due to you. Tax claims can often be linked to these types of tax:

  • Income Tax
  • National Insurance
  • Tax deducted from a pension
  • Tax repayments on interest and annuities
  • Tax refunds when you stop working

In all these cases your tax claims must clearly state the reasons why you think you are due a tax refund. You must also ensure you apply for any tax refunds using the correct forms. This will ensure all tax claims you make are processed efficiently.

Your local tax office can give you detailed advice about which forms you will need to fill in, and more importantly, the documentary evidence you must provide to support any tax claims you make.

Sometimes tax claims can end in dispute if HM Revenue & Customs (HMRC) does not agree that you are owed the tax you are claiming for. In these circumstances you must obtain advice from a qualified solicitor. They can assess your case and then help you with negotiations for the tax you believe you are owed.

Never attempt to handle a case like this yourself. Often, the dispute will have arisen because a tax law has been interpreted differently to how the HMRC think it should be. Your solicitor and then your tax barrister if you case goes before a court can help argue your case.

If you would like to obtain legal advice about obtaining a tax refund, Contact Law can put you in touch with a local specialist tax solicitor free of charge. So, if you have any questions or would like our help in finding local tax solicitors please call us on 0800 1777 162 or complete the web-form above. 

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