Tax Refund Claims

Tax refunds can arise for many reasons, including overpaid tax, incorrect tax codes, employment expenses, pension contributions, professional subscriptions or changes in income during the tax year. If the wrong amount of tax has been deducted, it is important to review the position carefully and claim what you are entitled to.

We help individuals review potential tax refund claims in a clear and organised way. Our support can include checking your income, reviewing tax deducted, identifying allowable claims, preparing the necessary calculations and helping submit the claim to HMRC.

We can also explain the claim in plain language, so you understand why a refund may be due, what evidence is needed and how the claim has been calculated. The aim is to help you recover overpaid tax where appropriate and avoid submitting weak or unsupported claims.