r/HMRC

I hope I'm in the correct area to ask this question.

Unfortunately my sister has been given a very bleak prognosis for her cancer situation and I'm trying to get as much information straight in my head before anything happens or I speak to someone properly, as i've just found out myself and her friend will be executors.

She has no kids, her husband died about 6 years ago. From the basics I'm expecting the estate to be between £500k and £700k made up of house around £350k, then money and death in service benefit from her job.

As far as we know, her friend (executor) kids are getting a sum of money each, then her house and everything else is going to her niece (my daughter).

Am I along the right lines thinking that everything over the £325k level is 40% taxed? For example £500k would be £70k IHT?

Or have I over simplified?

Any help appreciated 👍

I have been continuously trying since this morning to get through to an adviser to rectify a error in my P800 calculation but no matter what I write, it keeps on repeating ‘Our advisors are not available to discuss your query at the moment’. I’ve even typed ‘I need to talk to an adviser’ up to 50 times in a row but the chat bot keeps giving the same reply. Calling is not an option since I’m abroad.

Does anyone have any advice regarding any specific words or phrases that may lead to me being placed in a queue for an adviser?

I’ve applied for a HMRC Compliance Caseworker role and was reading the part about visiting taxpayers’ or business premises for investigations/compliance checks.

For anyone who’s done the role, are these ever dangerous situations, or are they generally routine/safe? Are you usually on your own when visiting businesses, or supported by colleagues and risk assessments where needed?

The role sounds interesting overall, but that part of the job description made me a bit unsure, so I’d appreciate honest experiences.

Just wondering if anyone has received there refund yet from HMRC for PAYE as I thought I would have heard by now.

Hi hoping someone can help me understand this.
Mom died in 2023. My sister lives in her house as she was her carer. We are selling the house and splitting it equally between us.
I know my sister shouldn’t have to pay CGT as it is her only residence. But I think I have to?
I have a mortgage and live in another house.
House is listed for 220K was valued at 200K at probate.
No other assets and Mom was well under the threshold for inheritance tax.
Can anyone confirm what the percentage of CGT is now please? Also what expenses can be deducted before applying that percentage and is it just on my half or the whole house?
Am finding this all so confusing. Thanks in advance. X

Hi there,
I’m a self employed delivery driver and have been VAT registered since November. At the time of registration I was proactively taking the right steps, and contacted my supervisor on who to send my tax details and they sent me the wrong email address.

Fast forward to now, since that time I have not been getting paid + VAT on my invoices and HMRC are still expecting the liability from me. The company are refusing to backdate the supplementary VAT on my invoices, even though all other DSPs allow this and it would be net neutral for them.

Is there any way I can resolve this? As it stands I’m set to lose up to 20% of my earnings.

Any help would be much appreciated, TIA

Hi everyone,

I’m looking for some advice on applying split year treatment as I return to the UK after being a non resident for the past six years.

I believe I fall under Case 4 (starting to have a home in the UK), as I will be re-establishing a permanent base in the UK and will also no longer have a overseas home available from my move date back to the UK.

Upon returning, I will initially be staying in temporary accommodation with family, before returning to the UAE for a couple of weeks to finalise my move, and then moving into a new rented property in the UK.

My question is: for the purposes of Case 4, does split year treatment commence from the date I physically return to the UK, or from the date I establish a settled home (i.e. when I move into the rented property) a couple of weeks later?

Thank you in advance!

Does anyone know actual outcomes of French tax authorities trying to collect debt/fines via HMRC from a UK company ,Wholly owed (by myself) UK Ltd Company all UK taxes paid - France is trying to in effect double tax as I've spent too much time in France , I know HMRC have an assistance agreement with France but no obligation to collect , What I am looking for is any knowledge of real world outcomes thx - I don't mind paying a reasonable fine/amount but it seems they will ask for roughly the whole value of the company 500K - this isn't going to happen as it is the only resources I have for fast approaching old age etc

Can someone explain to me, like I was 5, what i should expect as a tax bill. Mum died 9 years ago left everything to Dad, he passed 6 weeks ago, left everything to three kids of which I'm one. Solicitor says it's super complicated - a few bank accounts, life insurance and a house worth about 350k - they'll sort it all for us for about 18k, reasonable? It seemed simple but solicitor has bamboozled me with all these caveats to my understanding of IT as "40% of everything over 500k", and that hmrc will bankrupt me before I can get anything from the estate.

Edit: Thanks everyone for the advice, well wishes, both on here and by PM. I really appreciate you all taking the time to help

I had submitted a request online for a tax relief for expenses of employment for tools I use for work for the previous tax year, was wandering how long it normally take to process? I had submitted it 6 weeks ago if anyone has any experiences with them. Thanks

I came to the UK 3 years ago and already have a National Insurance number and fulltime employment.
My twin brother arrived recently and applied for his NI number while staying with me temporarily.

We have same surname, very similar first names (1 letter difference), and obviously same DOB.

After he applied, HMRC appears to have merged our records. We both received letters showing the SAME NI number. His letter said they found an existing NI number in his name.

When I log into my HMRC account using my own BRP/details, it shows my brother’s name instead of mine.
I’m already employed fulltime, so I’m worried PAYE, tax, pension, and immigration records could get mixed up.

I called HMRC and they said the case is “on the list” and may take until Jan 2028 to resolve. I honestly cannot wait that long because this affects my active employment and identity records.

Has anyone dealt with HMRC merging identities/twin records before?

I am contacting on half of my neighbour. He is 67 and still working. He had not claimed pension yet. He said he did not receive any letters to claim pension.

I have checked in giv website he is eligible for pension last year.

If he claims the pension now will he get the pension backdated from the day he is eligible ?

So basically I was ask to prove my uk tax residency from my bank. My bank is a uk bank and they want documents issued by the authority I am tax resident in so the uk. They accept passports but my passport is an eu passport so won't do.

When called askifor clarification they said the best would have been a certificate of residence from hmrc. So I requested that and explained the all situation. They answered saying that unless I am planning on claiming tax stuff in another country they can't provide me with this. They said "your bank should have a process in place to prove your residence" and that they can't provide me with a certificate of residence. Mind you had explained to them this was to prove tax residency specifically but still the answer is they can't do it unless I say that I am trying to claim tax relif in an other country, that would be false so I am not doing that.

I asked chatgpt cause service line from my bank was no fucking use. And it said correspondence from hmrc could also do. The issue is I went paperless in 2023 and so all yhe messages I have don't show my name on it they are simply on my account.

I was wondering, you know how in April they send you the notice you have to complete a tax return? I got that message already but is there maybe a way to request they send me an actual letter in the post with my name on it even if now the 6th of April has passed?

Also before anyone mentions it, I don't have payee slips cause I have been self employed for years.

For context the all of this cause I went on vacation abroad for 1 month! During which I asked the bank if they could send me my debit card the address abroad and they said they could do it if I changed the address on my account, I did and then changed it back to my home address in the UK when I got back after a month and now the all of this is happening. Had I known I would have never done that, they didn't even bother to inform me it would stirr up all this drama and I don't know what to do now.

So any help is appreciated. I have been trying to see if there's like hmrc email address or something but they are all just phone numbers for things that don't quite seem to cover what I need. I wanted to avoid having to write to them cause I am already passed the deadline to answer the bank (cause I was waiting for the certificate that then they didn't give me) and sending a letter by post would take like another 10 days plus god knows how long to hear back. So if anyone knows how I could ask them to send me the notice to file self assessment that would be great.

Thank you in advance

I know I was due a tax refund since October last year when I stopped my second job, so I decided to wait until April to sort it out properly.

I first called HMRC on the 1st of April regarding the refund, but they told me they hadn’t received payment details from all my employers, which honestly confused me. I called multiple times throughout April and eventually decided to wait until the end of the month.

When I called again, another agent explained that the new job I started in early March — which pays on the 15th of every month — was supposedly still under the previous tax year and that a P60 hadn’t been issued yet. Because of that, I had to contact my employer myself to request a P60, even though it later turned out that this shouldn’t have delayed my refund in the first place.

This May, I called again with the P60 from my new employer. Thankfully, I finally spoke to someone who actually understood the situation properly. He checked my records and confirmed that my pay from that job only started in April, meaning it belongs to the new tax year and should not have held up my refund for the past 5–6 weeks.

He then calculated the refund and told me I should receive a letter in the post within 1–10 days. While the refund amount itself isn’t huge, I genuinely need it for something urgent in June.

It’s now been almost 10 days and I still haven’t received any letter. At this point, I’m honestly exhausted from constantly calling. The HMRC app also doesn’t work for me because the identity verification keeps failing every time I try.

Would it be possible to call and get the reference number over the phone instead? I’m genuinely frustrated with the whole process at this point.

It’s incredibly easy for HMRC to collect tax, but getting money refunded back seems unnecessarily stressful and time-consuming.

Letter arrived last week. States a figure. States a deadline. States a reference number. Does not state how they arrived at the number or what period it relates to beyond a tax year. Logged into the personal tax account and the figure is not reflected there at all. Not panicking but also not not panicking. Is this a known thing where the online account just lags behind the letters or is this something that needs an actual phone call into the void?

My income tax in HMRC for some jobs I did is a minus amount . Why is this ? Does this mean ill get a refund ? This is for the tax year just gone

I am a UK Citizen living in Scotland and forgot to change address on the HMRC site. I have been claiming SAAS as i've been a full time student. The person i share the flat with isnt.

Will i get in trouble if I Inform them now? I moved back when my course started. So far I understand as a student a pay less taxes and, of I lived with another person who is not studying it might be shared.

I just wanted to know if i'll be penalized or will be expected to pay something now. My course has just finished.

Thanks