Halifax Web Saver - How do i register tax free status?

manhattan

Hi,
I wonder if anyone could help.

I have a Halifax Web Saver account and need to register for tax free status on my interest. Can this be done online, as i cant seem to find anything on their Website.

Lokolo

No you have to phone them up. Somehere theres a number about, I will find it and edit this post when I do.

Lokolo

Wow easier than I thought. You log in. Press the Account, on the left there is a tab with 'Tax Status', click that, go down the page to the section called Tax and what do you know, theres how you do it.

To change your tax status please ring 08457 26 36 46

manhattan

Thanks for the quick reply! :money:

evenasus

I think you have to fill in and sign and send off an R85 form.

http://www.hmrc.gov.uk/forms/r85.pdf

Lokolo

evenasus wrote: »

I think you have to fill in and sign and send off an R85 form.

http://www.hmrc.gov.uk/forms/r85.pdf

No you don't. Although you can do that, a lot of banks now just update their systems if you phone them up or do it online (Egg let you do it online)

evenasus

Lokolo wrote: »

No you don't. Although you can do that, a lot of banks now just update their systems if you phone them up or do it online (Egg let you do it online)

Thanks for the information, I didn't know that.

My mother had to fill in the forms, although that was some years ago.
I presumed that Inland Revenue would still require your signature.

Lokolo

evenasus wrote: »

Thanks for the information, I didn't know that.

My mother had to fill in the forms, although that was some years ago.
I presumed that Inland Revenue would still require your signature.

Yeh I think with the new technogly (I can't seem to remember how to spell that word for some reason, weird) that a lot of banks aren't using that system anymore as its the same process to them, updating their system.

What you have to do with Halifax is listen to them read out a short statement saying you must tell us if you are over your tax threshold etc. before you can get it.

Egg you have to read a statement saying the same thing.

However saying that, on this forum if anyone says 'I am not paying tax how do I get tax free interest?' I always direct them, like you have, to the R85 form.

evenasus

Lokolo wrote: »

Yeh I think with the new technogly (I can't seem to remember how to spell that word for some reason, weird)

Technology The times I've been grateful for Microsoft Word - spell check that is.:rolleyes: