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  • FIRST POST
    • MSE Megan F
    • By MSE Megan F 26th Jul 16, 10:03 PM
    • 80Posts
    • 28Thanks
    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 4
    • elaine_88
    • By elaine_88 25th Feb 17, 10:19 AM
    • 3 Posts
    • 1 Thanks
    elaine_88
    Still waiting to hear about my refund. Filled out the appropriate forms given by my trust in November and sent them back. Haven't heard anything yet. I was told there is a 10 week wait
    Originally posted by Carlyth
    I am in same situation. I have found out my Trust has to send our cases off to HMRC before the end of this tax year so in March. Apparently it then takes HMRC anither three months to process it
    • antrobus
    • By antrobus 25th Feb 17, 1:29 PM
    • 14,735 Posts
    • 20,913 Thanks
    antrobus
    HANG ON!! It's money I have already paid to HMRC and I want it back. Ok we all pay into the NHS thriugh our NI but surely the whole point of doing these teaining courses is to improve our knowledge thereby improving the service and treatment you receive through the NHS. That is all paid for with your NI. We have to have some incentive to doing these courses.
    Originally posted by elaine_88
    You are misinformed. The NHS is largely funded from general taxation.

    https://www.kingsfund.org.uk/projects/nhs-in-a-nutshell/how-nhs-funded
    • icornish
    • By icornish 27th Feb 17, 6:35 PM
    • 9 Posts
    • 5 Thanks
    icornish
    Notified...
    Hi,
    Just found this thread having had a letter from HMRC about a refund of NI. whilst this seems relatively benign, and i will look at the state pension implications, I am concerned at the tax side, on which we have not yet heard. Whilst i was training, I did claim working tax credits and child credits, so would presume this would need to be repaid, as, if what we have read is right, technically, we were not working, even though I was working for the trust part time (12 hours a week) alongside studying.
    Curious to find out peoples experiences on the tax side of things.

    As a side note, this came out the of blue in a letter from HMRC - nothing from my trust (whom I no longer work for anyway)
    3 Kids, 1 baby, 1 about to be born, 1 lovely wife, 2 cats, 2 rabbits, and 6 chickens... 1 big family!
    • beck2586
    • By beck2586 28th Feb 17, 12:39 PM
    • 1 Posts
    • 0 Thanks
    beck2586
    Afternoon,

    I was just wondering if there have been any successful Open University students who have obtained a refund?
    If so did you contact your payroll department for claiming of via HMRC directly.

    Look forward to hearing from you.
    • Loulou70
    • By Loulou70 6th Mar 17, 1:40 PM
    • 5 Posts
    • 1 Thanks
    Loulou70
    I have now received tax and insurance back £6000 from scphn course 2010-2011 I did my own claim as trust no longer exists I applied in December 2016. I was salaried around £26.000 during the course- so well over the £15000 cut off.
    • MSE Faye
    • By MSE Faye 6th Mar 17, 3:45 PM
    • 146 Posts
    • 55 Thanks
    MSE Faye
    U-turn on training tax refunds for NHS psychologists
    HMRC has halted tax payouts to clinical psychologists after deciding they AREN'T covered by special reclaim rules...
    Read the full story:
    'U-turn on training tax refunds for NHS psychologists'

    Click reply below to discuss. If you havenít already, join the forum to reply. If you arenít sure how it all works, read our New to Forum? Intro Guide.
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    • HornetSaver
    • By HornetSaver 6th Mar 17, 4:12 PM
    • 1,782 Posts
    • 2,814 Thanks
    HornetSaver
    In my dealings with HMRC they've always been quite awkward and taken longer than I'd like, but the final decision has either been one I wanted, or failing that one that made sense. Surely that is their primary responsibility? Pay out when the claimant is entitled to be paid, by all means, and seek to streamline the process wherever possible. But for goodness' sake be sure that you're satisified that the decision is correct!
    I'm standing by my pre-referendum prediction: "Brexit will lead to a recession"

    forums.moneysavingexpert.com/showthread.php?p=70662330
    • Kikashka
    • By Kikashka 7th Mar 17, 10:02 AM
    • 1 Posts
    • 0 Thanks
    Kikashka
    Employer withholding my refund claim
    Hi
    I found out about the widening access refund from a co worker, who had received an automatic refund in their pay.
    I submitted my claim Dec 2016 and my employer still has it.
    HMRC have advised me to contact my employer to find out why the form has not been submitted.
    I have emailed my employer faithfully but appear to be getting nowhere, hence my post on this site.
    The given reasons for not submitting my form are:
    Staff sickness caused the delay
    They send them to HMRC in bulk
    They are chasing other staff to complete their forms before submitting (this last reply has irritated me, as they never once contacted me to claim a refund so why are they chasing other staff members?)
    Is this correct or do you think I am being treated unfair? and is there anything else can I do to speed up the process?
    I did talk to a tax rebate company but they will take 20% plus VAT from any refund.
    any help on this matter would be most appreciated.
    Regards
    Kikashka
    • squirrel412
    • By squirrel412 20th Mar 17, 3:48 PM
    • 1 Posts
    • 0 Thanks
    squirrel412
    Denied!?
    hi, myself and a few colleagues put claims in via our NHS trust end of last year. we were similar to many on here. did year specialist community practice HV/DN degree courses as part of WAT.

    we worked full time, over the15k but several of us have heard we have been declined. some all of it, some just NI for now but waiting to hear about the tax.

    I just wonder how/why we are hearing different when we have colleagues in same trust who did exactly the same course on same wage etc who have received 4-6K+ back for national insurance and tax refunds?!

    anyone any idea on best next steps also??
    • Loulou70
    • By Loulou70 21st Mar 17, 5:37 PM
    • 5 Posts
    • 1 Thanks
    Loulou70
    Best thing to do is put in a complaint under the guise of the scheme not being equitable.
    • SiaSiaE
    • By SiaSiaE 30th Mar 17, 10:41 PM
    • 1 Posts
    • 0 Thanks
    SiaSiaE
    Hi. I'm an IAPT trainee CBT hi intensity therapist, on a 12 month contract under NHS. I am therefore not a trainee clinical psychologist, that part of this scheme has been suspended. Are there any fellow IAPT trainees out there that have claimed. My trust have suspended ALL claims regardless and so I cannot get this actioned. Not sure the trust has the actual power to do this as it's the HMRC that sanctions claims. Am pretty disgusted with the trust inaction by HR to be honest....many excuses later. Most of my cohort colleagues are getting the tax adjustment monthly in-year. Even getting the trust to action it as a claim would be something. They've actioned past trainees refunds up to Jan 2017 with exactly same terms and conditions as mine.
    • Mosibob
    • By Mosibob 10th Apr 17, 5:04 PM
    • 2 Posts
    • 0 Thanks
    Mosibob
    I have emailed my employer faithfully but appear to be getting nowhere, hence my post on this site.
    The given reasons for not submitting my form are:
    Staff sickness caused the delay
    They send them to HMRC in bulk
    They are chasing other staff to complete their forms before submitting (this last reply has irritated me, as they never once contacted me to claim a refund so why are they chasing other staff members?)
    Is this correct or do you think I am being treated unfair? and is there anything else can I do to speed up the process?
    Kikashka
    Originally posted by Kikashka
    There's no reason for your employer to send claims in bulk or wait for other staff to complete forms. Employers can send in as many claim schedules as they like.
    • Worriedaboutmoney
    • By Worriedaboutmoney 13th Apr 17, 1:43 PM
    • 38 Posts
    • 93 Thanks
    Worriedaboutmoney
    Update from me. Have today received a letter from HMRC stating I should not have paid NIC's and a refund of £1895.50 will be send via cheque. The tax element is being looked at separately and they will inform me in due course.

    I was on a WAT course for 3 years between 2010-2013. I initially wrote to HMRC July 2016 and after 3 months they wrote to inform me that I needed to contact the Trust directly. There have been a lot of delays in the correct info being sent to HMRC but hopefully it should be finalised soon.

    I wasn't entitled to claim a bursary, student loan or mileage like some of my fellow students so I definitely was out of pocket during my training as I had to pay for additional childcare costs plus study material/books for the course plus I used my own vehicle for visits I had to do as part of the course.
    Oct 2016 current unsecured debt £14461.31
    • icornish
    • By icornish 14th Apr 17, 7:25 AM
    • 9 Posts
    • 5 Thanks
    icornish
    Update from me...
    My wife was on nurse training under a WAT scheme in 2003 for 4 years. She also worked for the trust 1 day a week (Saturday)
    She claimed child benefit, children's tax credit and working tax credit.

    Out of the blue she had and a letter and cheque about Ni refund... and a letter about tax being considered separately. We validated her state pension situation before accepting the cheque.

    Again, last week out of the blue she had a mammoth tax refund. Before accepting she spoke to hmrc and we explicitly asked about entitlement to working tax credits and children's tax credits. We were explicitly told these cases were closed and she would not have to repay any of them.
    I've checked the calculations and it seems that because she did extra work hours during school holidays etc she took herself just over the 16 hours a week average for claiming the tax benefits

    We had not heard of any of this before receiving the original letter about ni from her trust (which has since merged) and speaking to the hmrc lady they have a large team going through these already on a case by case basis.
    3 Kids, 1 baby, 1 about to be born, 1 lovely wife, 2 cats, 2 rabbits, and 6 chickens... 1 big family!
    • DONN76
    • By DONN76 15th Apr 17, 12:08 PM
    • 1 Posts
    • 0 Thanks
    DONN76
    Northern Ireland Social work trainee scheme
    Just wanted to check if anyone from Northern Ireland has been successful with this ? I was advised by a friend that they had heard someone from their Trust who had participated in the regional social work trainee scheme had received a significant refund but weren't able to provide details. I have spoken to other colleagues who availed of this scheme however none were aware of this thread or the information on MSE. can anyone advise?
    • Huckle20
    • By Huckle20 19th May 17, 5:52 PM
    • 1 Posts
    • 0 Thanks
    Huckle20
    Same situation
    I sent off my forms to HR last year. I phoned 3 months after an email enquiringly if the forms had been sent off was not answered. So, I phone. The man tells me they have been busy. Forms haven't gone off..... they have had them 5 months!
    I email again 1 week ago and again no reply ( now this is only my 2 contact in 8 months) so I phone yesterday and the man was basically very rude. Saying the rules are changing and I'm probably not entitled blah blah blah. I only phone to see if they forwarded the paperwork! I didn't expect an insult for a decision that is not even theirs.
    They say they sent it off. So I contacted payroll and they do have some of the information but I wasn't forwarded an application form 1 year ago! Which I should have been.
    Payroll seem to be doing quite well and were very pleasant. However, HR for the trust I am with will receive a complaint regarding this treatment.
    • Cat H
    • By Cat H 20th May 17, 2:44 PM
    • 1 Posts
    • 0 Thanks
    Cat H
    Just trying to claim now having completed SCPHN 2011-2012. HR tells me that it's too late as they have submitted their application(bulk I assume).

    Thought I'd applied Nov 2016 and expected a long wait but now know I sent application to wrong email address at HR.
    Gutted.
    Can I apply externally or has there been a cut off date from HMRC
    for any application?
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