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Tax code query
Not sure if this is the correct board - a mod may move this post to a more appropriate board if required. I retired last year and am married. I have bought a second annuity as I didn’t really fancy using drawdown which means I am now a 40% taxpayer with pension this tax year of about £55k and possibly taxed interest of…
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SDLT and CGT
My position is that I owned 4 properties. All 4 were rentals. Last year after splitting with my partner, I evicted the tenants from 1 property and moved into it. I now want to move house. My first thought was to sell a house I inherited that is in poor condition and a long way from me (but more expensive area) so it's not…
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Tax refund
I have two jobs. For the financial year ending 5/4/25, I used the tax calculator on this site and on HMRC website. both results showed I paid too much tax. the previous other 4tax years’ tax calculations on these two websites showed the tax that I paid was correct. HMRC have not written to me about a tax refund. should I…
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SA Return - Payments in advance
I hope you can help with my confusion. I help my mum complete her tax return using Taxcalc. For many years she didn't pay tax because her income was not high enough.However my dad died in 2022 so she now gets his widow's pension plus the interest from his savings. Meaning she has to pay tax.From October 2024 to about…
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Tax Return while permanently employed in Norway but live in UK
Hi. Wondering if anyone has any advice. at the end of last year I took a job working in Norway offshore. I work for the same company but I am employed on a Norwegian contract and still live in the UK so just travel back and forward for my trips offshore. My pay goes into my Norwegian account and I pay Norwegian tax. last…
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Clarification on Adjusted Net Income and 30 Free Childcare Hours Eligibility
I work in state education and will be earning £110,000 from September this year. I contribute 11.7% of my salary to the Teachers Pension Scheme, which I understand operates under a Net Pay Arrangement. As I understand it, under the Net Pay method, pension contributions are taken before tax and full tax relief is applied at…
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Company vehicle designation on P11d
This is a long (4 year) issue I have been going through regarding what I consider to be my employers 3rd party HR companies designation of a Ford Transit custom double cab in van as a passenger carrying vehicle. This has resulted in an £18000 tax bill for the 3 years I was given this vehicle from 2021-2024. From the start…
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NI Refund CA4361 Backlog
The HMRC Backlog for CA4361 claims for a refund of overpaid NI is a joke at the moment. Can anyone explain how they can be at a point where on the website where you can find an expected reply time it says that they are processing claims from the 24th March 2025 (mine was submitted in early April 2025) for it then to jump…
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Tax on US Social Security Retirement Benefit
Hi, I'm a British citizen living in the UK. Back in the early 80's I worked in the USA for a few years. Now that I am retired I submitted an application to the US Social Security Administration to find out if I was entitled to any retirement benefit. To my surprise they have come back and said 'yes' I can receive a small…
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Pension and job - salary sacrifice 40% tax relief?
I have a pension of £28000 and job £34100. Pension taxed at BR and my tax code for my job shows a reduced personal tax free allowance 590L (so I will pay 40% tax on this at some point). I take advantage of salary sacrifice for several things. I am only getting tax relief at 20%. Payroll have said I am not paying 40% tax…
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Not declared property abroad
Helll everyone, I co-own a property abroad that has been rented out. I have never received any income from the property as the other party does (they bought the property). When this person dies I will be inheriting their part and will most likely sell the property. The problem is that i never declared the property when…
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HMRC over allocated marriage allowance resulting in underpaid tac
I have been receiving the transfer of my wife's personal allowance under the marriage allowance scheme for several years now with no issue. However I retired in August 2024 and received a P800 for tax year 2023-2024 stating I owed £518 in under paid tax, explanation -Marriage Allowance You were given more Marriage…
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Filling in HMRC R40 form
Hi - can someone help me fill in this form please? My sons have Trust income that I have to claim the tax back on and I find the form confusing - anyone able to help, please? Thanks
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Personal allowance and shares
Hi I know selling shares are liable for CGT. But what I don't know but have spent ages trying to find an unequivocal answer online, is does the amount you receive count against your personal allowance too? I don't imagine it does but I don't want to assume anything. To complete the picture, I'm not working or receiving a…
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HMRC have told me I owe tax for 2024/2025 but they've based their calculation on the wrong allowance
Good morning all, I'm looking for some advice on a message I've received from HMRC this morning claiming I owe £121.80 for tax year 2024/25. Their calculation shows that I had a personal tax allowance of £12,570, but in fact my tax code for last tax year (and the tax year before) was 1317L so I argued to the lady I spoke…
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Marriage Allowance Repayment
Good morning, I've just received notification from HMRC that I owe them £508.20 because "you were given more Marriage Allowance than you should have been." Does this mean that this allowance should be transferred back to my husband for last year? If so, how do we claim it back for him? Any help and advice would be greatly…
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Tax Code Query
This is in relation to my wife.... Her state pension is £8210 p.a. Her personal tax allowance is equivalent to £11,313 because a few years ago she allocated 10% of £12,570 to me. Each year she pays £2,880 into a SIPP, receives the £720 from HMRC and then withdraws £900 tax free. She then withdraws the balance of £2,700,…
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tax letter
15/7/2025 Yesterday I received a letter from HMRC saying I was due tax from the year 2018/2019 as they could not claim it that year as I was not contactable nor PAYE. I worked in 2 places that year, separately, left one job one week and started another the week after and was on minimum wage in both jobs ? Is this for real…
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HMRC 'prioritises' personal allowance tax code against state pension and wont change to army pension
I went through the delightful experience of waiting 45 minutes on the HRMC phone last month to get the correct tax code and apply it to my army pension - reason, to have all the allowance be used against one pension and better understand the numbers. This month is the first month of state pension and I got a tax code…
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Reducing Adjusted Net Income via EV Salary Sacrafice
I've scoured this forum looking at other ANI queries, but my query doesn't seem to have come up, so here goes.. I want to keep my Adjusted Net Income below £100k to ensure ongoing eligibility for tax free childcare and 30 hours free childcare. My new employer, as well as offering a pension via salary sacrifice also offers…
