Who Can Claim A Refund?

Employees can potentially claim a tax refund from HMRC (His Majesty’s Revenue and Customs) under various circumstances. It’s important to note that tax regulations and rules may change, so it’s advisable to consult with a tax professional, such as Go Tax Refunds and check the latest guidance on the HMRC’s rules around tax refunds.

You will find detailed below a list of circumstances which if met, could allow you to claim a tax refund:

1Job Expenses:

If you have incurred job-related expenses that are not fully reimbursed by your employer, you may be eligible for a tax refund on the value of your expenses. This could include expenses for travel and meals (if whilst travelling to and from temporary worksites), tools, equipment, travel, or professional fees.

2Uniform Allowance:

You may be eligible for a tax refund if you are required to wear a uniform or protective clothing for work, and are responsible for washing and maintaining it yourself.

3Overpaid Tax:

If you have paid too much tax during the tax year, either through PAYE (Pay As You Earn) or other means, you may be eligible for a tax refund.

4Leaving the UK:

Individuals who have left the UK and are no longer eligible for UK tax may be eligible for a refund.

5Pension Contributions:

You may be eligible for a tax refund on your pension contributions if your payments are paid from your net pay.

6Marriage Allowance:

If you’re either married or in a civil partnership, you may be eligible for the Marriage Allowance. This allows a portion of one partner's personal allowance to be transferred to the other, potentially reducing the overall tax liability.

7Blind Person's Allowance:

Individuals who are registered as blind or severely visually impaired may be entitled to Blind Person's Allowance.

It's important to keep accurate records of any expenses or circumstances that may qualify for a tax refund. Additionally, you can usually claim a tax refund within four years of the end of the tax year in question. To find out more you can select one of the contact options detailed below and we will be happy to help you.