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Adam
Regular Contributor

18 Posts

Posted - 28 June 2019 :  13:53:49  Show Profile  Reply with Quote
I have revised a email saying my td want me to apply for a tax refund are they allowed to do this
I have never applied for 1 in my life because my understanding is the tax office can come back at anytime in 4 years and say they were wrong and want it back
Thanks

TDA (Debt Adviser)
Trust Deed Expert



13056 Posts

Posted - 28 June 2019 :  14:58:05  Show Profile  Reply with Quote
Hi Adam,

If your trustee believes that you might be entitled to a tax return then it seems reasonable for them to request that you do this.

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David Tannock
Trust Deed Expert



2218 Posts

Posted - 02 July 2019 :  17:36:55  Show Profile  Reply with Quote
Hi Adam,

In all my time Iíve never requested a client to apply for a tax rebate.

If a client completes a tax return and is due a rebate then HMRC will normally pay this directly to the Trustee.

Maybe double check with your Trustee and ask them to clarify things in writing.

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Adam
Regular Contributor

18 Posts

Posted - 03 July 2019 :  07:37:18  Show Profile  Reply with Quote
Hi David
I did email them and was told yes that's right fill in the forms it's part of the td to recover anything possible
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