Tax rebate

Cook_County

daleos wrote: »

They are not a member of either body by the looks of it.

Complain to your MP that it is legal to offer fake tax advice in the UK without professional qualification.

Pennywise

Cook_County wrote: »

Complain to your MP that it is legal to offer fake tax advice in the UK without professional qualification.

No it isn't - literally anyone can offer tax advice. But they do need to be registered with HMRC.

Dazed_and_confused

I think that is a mute point.

Elderly widowed mother has several income streams (State Pension, pension from late husband, own works pension, savings interest, dividends from shares inherited from late husband etc) and finds it difficult to understand her tax code notices and annual tax calculation she gets from HMRC.

Her daughter is not an accountant but helps her mother sort her tax out and advises her how to report things to HMRC and check her tax codes etc.

The mother gives 64-8 authority for the daughter to deal with HMRC as it makes life much easier and means the mother doesn't need to phone and speak to HMRC herself each time something needs updating.

Does the daughter really need to be "registered" with HMRC in this, not uncommon, situation?

Pennywise

Dazed_and_confused wrote: »

Does the daughter really need to be "registered" with HMRC in this, not uncommon, situation?

Daughter isn't doing it as a trade and presumably not charging for it so completely different scenario. HMRC registration relates to "professional" agents, not friends/family.

badger09

daleos wrote: »

Advice please ?
.................
Personally, I have taken advice and instructed them to stop acting on my behalf and am prepared to lose the £350 pound as I smell a rat.

Thank you so much

May I suggest:

HMRC fraud hotline
Telephone: 0800 788 887
Monday to Sunday, 8am to 8pm

daleos

badger09 wrote: »

May I suggest:

HMRC fraud hotline
Telephone: 0800 788 887
Monday to Sunday, 8am to 8pm

Already done. Thanks

uknick

daleos wrote: »

No they have not, can I ask why you are asking ?

I was wondering if the "accountants" were charging the fee just to get back any tax overpaid on the cash lump sum drawn down. Something the individual could do quite easily without any fee being paid.

If not, this is purely fraud by the "accountants" as suggested previously. It never ceases to amaze me how a) fraudsters spot an opportunity and b) people fall for it.

daleos

uknick wrote: »

I was wondering if the "accountants" were charging the fee just to get back any tax overpaid on the cash lump sum drawn down. Something the individual could do quite easily without any fee being paid.

If not, this is purely fraud by the "accountants" as suggested previously. It never ceases to amaze me how a) fraudsters spot an opportunity and b) people fall for it.

Thanks for thatI feel enough of a lemon as it is, rubbing it in really helps,

csgohan4

Good lesson, if it's too good to be true, likely is.

if you really think you are due a tax rebate, either go through the numbers yourself or get a certified accountant to check it

Sadly some people don't see pass the £££

I feel for you OP, but least you saw it before it cost you much more