UK: Tax Rebate Reminder

Just to let you know, If you only worked part of the financial year..
April 08 - April 09, you may be entitled to a tax rebate.  My husband only started to work towards the end of the financial year and made just below the threshold, so is entitled for a full rebate...thought it would be worth you guys knowing in case you want to claim anything back.

The telephone number is 0845 302 1409

State your NI Number and also have your P60 from your employer to hand as they will ask you some questions from it.  They will then give you an address to send a letter and your P60 too as evidence for a rebate.

It can take 6 to 8 weeks to receive the rebate and it will either be in your wage slip or they will send a cheque.

The website is http://www.hmrc.gov.uk/incometax/overpaid-thro-job.htm

Deffo worth it, I just enquired out of interest and he is due about £500 - so that a plane ticket to visit home for him 

Ya never know unless you ask.

Sweet! Nice catch.

Just to let you know, If you only worked part of the financial year..
April 08 - April 09, you may be entitled to a tax rebate.  My husband only started to work towards the end of the financial year and made just below the threshold, so is entitled for a full rebate...thought it would be worth you guys knowing in case you want to claim anything back.

The telephone number is 0845 302 1409

State your NI Number and also have your P60 from your employer to hand as they will ask you some questions from it.  They will then give you an address to send a letter and your P60 too as evidence for a rebate.

It can take 6 to 8 weeks to receive the rebate and it will either be in your wage slip or they will send a cheque.

The website is http://www.hmrc.gov.uk/incometax/overpaid-thro-job.htm

Deffo worth it, I just enquired out of interest and he is due about £500 - so that a plane ticket to visit home for him 

Ya never know unless you ask.

Just to say that most of the users of this site are not UK domiciled.  If you are not UK domiciled and your non-UK income exceeds £2,000 (including income earned before arrival in the UK) then you are not entitled to the UK personal allowance if you claim the remittance basis.

This can lead to tax being due to HMRC as against refunded. In such circumstances the law requires a complete UK return being filed.

Did you/he tell HMRC he was not UK domiciled?

   

Yes he is, he has left the States and lives here permenantly:-

http://www.hmrc.gov.uk/manuals/ihtmanual/IHTM13002.htm

Ity is extremely unusual based on UK case law for most US citizens here in the UK to have abandoned their connections within the US - and acquired a domicile of choice by deciding to say here for the rest of their lives even if - say - the spouse predeceased him or her in case of serious family illness.

If that is indeed the (rare) case in these circumstances and a domicile of choice has been acquired in one of the countries of the UK then worldwide income and gains must be reported on a UK tax return including US savings income, dividends, interest, capital gains, gains on US dollars and money invested in IRAs, 401(k)s 529 plans etc.  (Worldwide income is of course also reportable annually on a US return.)

The link you give is both outdated and refers to inheritance tax, not income tax.  While HMRC Manuals are by no means accurate or in accordance with case law so may not be upheld by th courts; a better link is the "technical guide on domicile" here: http://www.hmrc.gov.uk/cnr/res-dom-tax-amends.htm