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Experience of Stamp Duty refund

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Hi,

It's clear from government guidance and from replies to my previous posts on this that if you buy your next home before selling your current one (which has been your principal private residence (PPR) for the whole time you owned it), you can claim the additional stamp duty you paid back as long as you sell the original house within 3 years.

What I can't find is anything that says you will definitely get the money back (as opposed to claiming for it) so I wanted to ask if anyone has any experience of actually doing this, and if so was it straightforward or did you encounter any difficulties? 

Many thanks.
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Comments

  • anselld
    anselld Posts: 8,646 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Yes done, straightforward.
    It is the law so you will definitely get it if you meet the criteria and apply correctly.
  • anselld said:
    Yes done, straightforward.
    It is the law so you will definitely get it if you meet the criteria and apply correctly.
    Thanks. I can understand why the government doesn't want to say you will definitely get your refund, so it's reassuring to get some real-world input.
  • user1977
    user1977 Posts: 17,896 Forumite
    10,000 Posts Seventh Anniversary Photogenic Name Dropper
    anselld said:
    Yes done, straightforward.
    It is the law so you will definitely get it if you meet the criteria and apply correctly.
    Thanks. I can understand why the government doesn't want to say you will definitely get your refund, so it's reassuring to get some real-world input.
    Where do they say there's any doubt about it?
  • There are some deadlines to meet, but provided you meet them and apply correctly there's no doubt at all.
    Where have you read otherwise?
  • user1977 said:
    anselld said:
    Yes done, straightforward.
    It is the law so you will definitely get it if you meet the criteria and apply correctly.
    Thanks. I can understand why the government doesn't want to say you will definitely get your refund, so it's reassuring to get some real-world input.
    Where do they say there's any doubt about it?
    It's just the language - "you can apply for a refund" as opposed to "you are entitled to a refund". Just me being ultra paranoid but want to be double sure before committing to anything.
  • user1977
    user1977 Posts: 17,896 Forumite
    10,000 Posts Seventh Anniversary Photogenic Name Dropper
    user1977 said:
    anselld said:
    Yes done, straightforward.
    It is the law so you will definitely get it if you meet the criteria and apply correctly.
    Thanks. I can understand why the government doesn't want to say you will definitely get your refund, so it's reassuring to get some real-world input.
    Where do they say there's any doubt about it?
    It's just the language - "you can apply for a refund" as opposed to "you are entitled to a refund". Just me being ultra paranoid but want to be double sure before committing to anything.
    If it told you how to apply for a new passport, would you think there was doubt about whether you'd get one?
  • Hi,

    It's clear from government guidance and from replies to my previous posts on this that if you buy your next home before selling your current one (which has been your principal private residence (PPR) for the whole time you owned it), you can claim the additional stamp duty you paid back as long as you sell the original house within 3 years.

    What I can't find is anything that says you will definitely get the money back (as opposed to claiming for it) so I wanted to ask if anyone has any experience of actually doing this, and if so was it straightforward or did you encounter any difficulties? 

    Many thanks.
    Yes, you get it back with interest. Done it, and no problem at all
  • Jonboy_1984
    Jonboy_1984 Posts: 1,233 Forumite
    Tenth Anniversary 1,000 Posts Name Dropper Combo Breaker
    Did it about 4 months ago, form took about 15 minutes, and refund turned up fairly promptly without any problems.
  • Slinky
    Slinky Posts: 11,041 Forumite
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    We had a bit of a delay as we applied for it back by post and apparently they didn't receive the form, so we did it again online and the refund eventually arrived.
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    Prolific £229.82, Octopoints £4.27, Topcashback £290.85, Tesco Clubcard challenges £60, Misc Sales £321, Airtime £10.
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    Total £1410/£2024  70%

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  • inkydolphin
    inkydolphin Posts: 220 Forumite
    Seventh Anniversary 100 Posts Photogenic Name Dropper
    edited 7 January 2023 at 9:28PM
    user1977 said: If it told you how to apply for a new passport, would you think there was doubt about whether you'd get one?
    There are a number of reasons you can be refused a passport, and your eligibility and entitlement to a British passport will be considered when you apply, so yes there is a small element of doubt. The main difference though is that I wouldn't stand to lose many thousands of pounds if I got it wrong. 
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