tax refund service



Moving Abroad? Claim a Tax Refund from HMRC

 

Moving abroad? Claim a tax refund
Are you leaving the UK?

According to the Office of National Statistics, more than 395,000 people left the UK to move abroad in 2008, an increase of 24% on the previous year. Each week we receive a number of questions from people asking if they can claim a tax refund if they are moving abroad. Our tax experts answer some of the most common questions on this subject, if you do not find an answer to your question, please send is an E-mail:

Can I claim a tax refund when leaving the UK to move abroad? 
Yes. If you have been working in the tax year before leaving the UK you will be able to claim a tax refund. Everyone that works in the UK is given a tax free allowance. In the 2009/2010 tax year this was £6475. This tax free allowance is usually spread evenly throughout the year so that you receive part of the allowance in each pay packet. If you move abroad part way through the tax year, you will not have received your total tax free allowance and as a result you will be due a tax refund. 
 
Can I claim all my tax back when moving abroad? 
It depends on how much you have earned and how much you have paid in the tax year. If you have earned less than the tax free allowance (£6475 in the 2009/2010 tax year) you will be able to claim back any tax that you have paid. If you have earned more than the allowance you will still be able to make a claim, but the amount you receive will depend upon your total income and the total already paid in tax.

How can I calculate my tax rebate? 
You can calculate your tax rebate for previous years by taking your 
P60, which should be given to you by your employer every April or May. Input the income and tax figures from the P60 into the tax refund calculator to calculate your rebate.

If you have finished working because you are moving abroad, your employer should have given you a P45. Input the tax and income figures from this into the tax refund calculator to calculate your tax refund.

I do not have my P45/P60 can I still make a claim? 
Yes. If you do not have a P45/P60 you can get a statement of earnings from your previous employer. The Inland Revenue will accept a statement of earnings as a replacement for a P60 or P45.

I moved abroad 3 years ago; can I still claim a tax refund? 
Yes. The furthest back you can make a claim is 6 years in arrears. If you moved abroad anytime in the last 6 years and did not make a claim, now is your chance!

How do I claim my tax refund? 
You can either make a claim yourself or you can use a tax refund agent to help you make your claim. If you are making the claim yourself, you will need:

  • Any P45/P60's
  • A P91 - Employment History form
  • P85/P86 - Leaving/Entering the UK forms
  • Covering Letter

These will need to be completed and sent to your local tax office.

Can I claim a National Insurance refund when moving abroad? 
If you are still resident in the UK you can make a 
National insurance rebate claim. If you have left the UK already, unfortunately it is too late.

 

   

 

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