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  • FIRST POST
    • MSE Megan F
    • By MSE Megan F 26th Jul 16, 10:03 PM
    • 43Posts
    • 21Thanks
    MSE Megan F
    NHS worker since 1999? Are you due £1,000s of tax back
    • #1
    • 26th Jul 16, 10:03 PM
    NHS worker since 1999? Are you due £1,000s of tax back 26th Jul 16 at 10:03 PM


    Hi all,

    We've written a new NHS tax reclaim guide and would love your feedback.

    How did you find the info? Was it useful? Do you have any other tips you'd add?

    Thanks for your help!

    MSE Faye

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Page 2
    • CazRob
    • By CazRob 18th Oct 16, 9:42 PM
    • 3 Posts
    • 1 Thanks
    CazRob
    Sorry for slow response Debbie!
    Yes, a 5 would be the same as an 'old' E as far as salary is concerned - a staff nurse pay point really. Lots of colleagues have now received their NI and tax back and we have all got very similar amounts. We all studied full time for 12 months on a post-reg undergraduate course (Specialist Community Public Health Nursing) ... Hope this helps! Caron!
    • Worriedaboutmoney
    • By Worriedaboutmoney 24th Oct 16, 11:32 PM
    • 38 Posts
    • 92 Thanks
    Worriedaboutmoney
    I was seconded under this scheme between 2010-2013 and have contacted the tax office who after 3 months have no acknowledged my letter but said that my trust need to apply on my behalf - I've now got back in touch with payroll to see if they will help since it was their suggestion I contact the tax office directly. Hoping for a positive outcome
    • Pheslop
    • By Pheslop 5th Nov 16, 6:03 PM
    • 1 Posts
    • 0 Thanks
    Pheslop
    Fairness
    It is great that you received your full salary whilst training, but not everyone has. I lost 20% of mine. I have also paid tax and NI for the past thirty plus years ... so I have no qualms claiming. Each case is individual, and therefore should be judged so.
    • debbie_debt
    • By debbie_debt 14th Nov 16, 4:41 PM
    • 246 Posts
    • 757 Thanks
    debbie_debt
    I've finally heard back about my claim - they've agreed I should never have paid NI and are issuing a refund for £1933!!

    They're apparently responding about tax in a separate letter, so keep your fingers crossed for me...
    Emergency fund £435.09/£1000
    L.B.M. 21/09/2016 DEBTS = £30,854.38 30.3.2017 DEBTS = £19,909
    • SuS
    • By SuS 20th Nov 16, 5:20 PM
    • 1 Posts
    • 0 Thanks
    SuS
    Hi, does anyone know why this is only applicable post-1999? I studied full time for a year from 1996-1997, I was previously employed by the NHS and have all my payslips for that time showing I paid tax and NI (and also pension contributions). I also have a letter for the Trust who sponsored me; is it worth me applying for a refund?
    • butterfly72
    • By butterfly72 27th Nov 16, 10:40 PM
    • 1,190 Posts
    • 1,113 Thanks
    butterfly72
    I've finally heard back about my claim - they've agreed I should never have paid NI and are issuing a refund for £1933!!

    They're apparently responding about tax in a separate letter, so keep your fingers crossed for me...
    Originally posted by debbie_debt
    Wow! That's a decent amount!!

    Did you do a one year course and what was your wage at that time? My HR dept has said that if we were earning more than 15K we can't get the rebates. (edited as I've seen you did do a one year course!).

    I've got a total of 4 years I could potentially claim for!
    Last edited by butterfly72; 27-11-2016 at 10:44 PM.
    Saving towards my house deposit
    Spending on my passions - dressage & eventing
    Selling my unused stuff - £70.60 so far
    • nikitaylor49
    • By nikitaylor49 29th Nov 16, 7:23 PM
    • 1 Posts
    • 0 Thanks
    nikitaylor49
    Widening Access Training
    Hi
    I did my year long course prior to 1999; are there any ways to claim prior to 1999?
    Thank you
    • Ratherbeknitting
    • By Ratherbeknitting 2nd Dec 16, 7:03 AM
    • 2 Posts
    • 1 Thanks
    Ratherbeknitting
    Hi I was a seconded student nurse from 2006-2009 on a band 2, I sent in my claim direct using the unison guideline, as my trust had never heard of the refund scheme, and I didn't work for them anymore. Took about 2 months to acknowledge my claim and a week later I recieved £2400 NI refund,with advice tax being dealt with separately, don't get me wrong I'm very happy with this but I claimed child tax credit at the time so will probably end up paying it all back to them! Unless anyone knows if they class my husband as the claimant, rather than me?
    • adie_11
    • By adie_11 4th Dec 16, 8:51 AM
    • 8 Posts
    • 5 Thanks
    adie_11
    Hello!

    Any advice would be welcome. I completed my nurse training via the open university between 2009-2013. I was a student for 26hrs per week and a Nursing assistant 11.5hrs.

    I have contacted HMRC who say I am not entitled to anything. Is this because the open university isn't recognised as a training establishment or because of the hours I worked?
    • FutureGirl
    • By FutureGirl 4th Dec 16, 9:08 AM
    • 726 Posts
    • 297 Thanks
    FutureGirl
    Hello!

    Any advice would be welcome. I completed my nurse training via the open university between 2009-2013. I was a student for 26hrs per week and a Nursing assistant 11.5hrs.

    I have contacted HMRC who say I am not entitled to anything. Is this because the open university isn't recognised as a training establishment or because of the hours I worked?
    Originally posted by adie_11
    From reading the article it seems you can only claim a refund if you studied full time. Open University is only classed as part time studying, no matter how many credits you study.
    Capital One:£1,259.40/£1,300.00
    Aqua: £273.29/£300.00
    o2: £221.00 / £271.00
    • debbie_debt
    • By debbie_debt 5th Dec 16, 9:11 AM
    • 246 Posts
    • 757 Thanks
    debbie_debt
    Wow! That's a decent amount!!

    Did you do a one year course and what was your wage at that time? My HR dept has said that if we were earning more than 15K we can't get the rebates. (edited as I've seen you did do a one year course!).

    I've got a total of 4 years I could potentially claim for!
    Originally posted by butterfly72
    Hi Butterfly 72,

    yes this was a one year course and I earned £23,200 - the cap doesn't seem to apply at all! I know quite a few who've claimed and they all earned over £15k. None of them have been rejected!

    Debbie
    Emergency fund £435.09/£1000
    L.B.M. 21/09/2016 DEBTS = £30,854.38 30.3.2017 DEBTS = £19,909
    • debbie_debt
    • By debbie_debt 5th Dec 16, 9:15 AM
    • 246 Posts
    • 757 Thanks
    debbie_debt
    UPDATE

    I've also just had a letter from the HMRC with a cheque for my tax refund - £3759

    TOTAL REBATE UNDER THIS SCHEME - £5692
    Emergency fund £435.09/£1000
    L.B.M. 21/09/2016 DEBTS = £30,854.38 30.3.2017 DEBTS = £19,909
    • debbie_debt
    • By debbie_debt 5th Dec 16, 9:30 AM
    • 246 Posts
    • 757 Thanks
    debbie_debt
    Hello!

    Any advice would be welcome. I completed my nurse training via the open university between 2009-2013. I was a student for 26hrs per week and a Nursing assistant 11.5hrs.

    I have contacted HMRC who say I am not entitled to anything. Is this because the open university isn't recognised as a training establishment or because of the hours I worked?
    Originally posted by adie_11
    Hi,

    It looks like you probably aren't eligible unfortunately. You need to have been sponsored by an NHS Trust, with them paying you to do the course, and you studying full-time. Sorry!

    Debbie
    Emergency fund £435.09/£1000
    L.B.M. 21/09/2016 DEBTS = £30,854.38 30.3.2017 DEBTS = £19,909
    • adie_11
    • By adie_11 5th Dec 16, 1:30 PM
    • 8 Posts
    • 5 Thanks
    adie_11
    Hi Debbie,

    I was seconded by the NHS trust to complete this training and i was paid a band 3 full time wage for 4 years. Part of the agreement of doing the course was that i had to stay with the trust 2 years after completing the training. I would argue that 26 hours a week as a student is full time ;-)
    • Ratherbeknitting
    • By Ratherbeknitting 5th Dec 16, 4:45 PM
    • 2 Posts
    • 1 Thanks
    Ratherbeknitting
    Update
    Received £6300 from tax refund today, again stating in letter will write seperately if this effects any benefits. total refund £8500
    • wifit
    • By wifit 8th Dec 16, 9:41 PM
    • 3 Posts
    • 0 Thanks
    wifit
    Hi
    I did my year long course prior to 1999; are there any ways to claim prior to 1999?
    Thank you
    Originally posted by nikitaylor49
    hi
    did you ever get an answer about doing course pre 1999
    or does anyone else have an answer
    thanks
    • wifit
    • By wifit 8th Dec 16, 9:43 PM
    • 3 Posts
    • 0 Thanks
    wifit
    Hi did you ever find out the answer as I did mine 97-98
    thanks
    • CruisingSaver
    • By CruisingSaver 8th Dec 16, 9:50 PM
    • 358 Posts
    • 996 Thanks
    CruisingSaver
    Widening access training schemes did not begin until 1999 and therefore any training before then does not qualify for the tax and NI refunds being discussed here.

    CS
    • wifit
    • By wifit 9th Dec 16, 5:27 PM
    • 3 Posts
    • 0 Thanks
    wifit
    thanks I was just checking as exactly same degree course shame could have done with a nice little windfall
    • niknak2308
    • By niknak2308 10th Dec 16, 12:16 AM
    • 2 Posts
    • 0 Thanks
    niknak2308
    Hi all. I'd love to apply for this as know im eligible but after reading the article I'm a bit wary as I was in receipt of working and child tax credits at that time. I'm concerned I'll end up owing money as indicated in the article. Has anyone had any problems on this front? Part of me thinks just go for it but the sensible part says don't risk it. Any advice greatly appreciated. Thanks
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