Member Since: 25th Jun 2009
Started working in tax in 1993 at HMRC, left HMRC for practice in 1996.
Qualified as a Chartered Tax Advisor in 2008 with first time passes and the highest mark in the November 2018 "Application and Interaction" paper. Work for a regional firm.
14th Feb 2020
Can I just check my understanding of this
Until 31/12/2020 we are as we were, but this could change from 1/1/2021 and increase Spanish tax on rental property?
8th May 2019
I have a few to put a claim in for.
Any for 2018/19 I will file the tax return online (which will currently be 'incorrect') then put a paper amendment/appeal in ready for the UT outcome.
Don't want to miss the boat with these claims.
Although 2011/12 is out of date and HMRC would argue 'practice prevailing' I expect to refuse such claims.
EDIT - any way to make claims pre 2015/16?
25th Feb 2019
Any news on this.
Seems it has been left up in the air and I read conflicting advice on this. Some say drawing capital still fine and others say it is not.
BIM45700 includes the example of a property re mortgaged for personal reasons and allowed, so my view is it is all fine to claim, albeit HMRC may have an issue with doing so it does not make it wrong.
15th Sep 2017
Is it possible to get HMRC to remove the in year 'underpayment' that is coded out so it is settled via the TR rather than the code?
I have a client who has a large adjustment due to PA being removed but wants to pay with the TR (similar to how potential underpayments worked) but HMRC said they can not remove it.
Anyone had success in doing this?
13th Jul 2017
Quite agree with that, hopefully agent access to such information will still happen.
Most were happy with those aspects of MTD it was just the ridiculous quarterly reporting aspects.
I read it that less than VAT can voluntary do quarterly reporting so maybe at some point it will still happen, but not for a whole yet.
10th Feb 2016
Tax change to year
I also believe HMRC do not know what is happening, they may know there will be some kind of penalty for quarterly returns but the detail is up in the air.
It does all sound confusing and far too ambitious, especially as agents do not even have access to the digital accounts as yet/on time; and so much is up in the air. And starting with smaller clients first is asking for trouble!
While we are at doing all these changes can we change the tax year to a calendar year so we are the same as just about every other country.!?
18th Mar 2015
Interest without tax at source
The Abolishing tax on savings factsheet confirms from April 2016 interest from banks will NOT have tax deducted at source.
Someone with £20k pension and more than £1k interest is now dragged into this digital account malarkey.
No wonder they 'scrapped' Tax Returns, everyone will have a digital account and have to check it each year.
13th Nov 2013
My main issue with this is HMRC state look on the dashboard, but few (if any) of our clients can access that as we told them years ago not to register online as we will do the online filing on your behalf.
HMRC are not overly helpful when it comes to sorting these queries of over/under payments out as they expect us ot look at the dashboard. Agents need access to the dashboard.
A lot of RTI seems to not be geared to agents/bureaus doing the payrolls. Although the software houses do need to start making sure all these notices, etc can be viewed bia their software.
27th Jun 2013
All that will happen now is that HMRC will correct the wording of their warning notices so that they do not meet the deficiency noted by the tribunal.
Back to square one.
With kind regards
Until then though send the appeals in (until HMRC appeal the decision and it gets overturned.....)
24th Jun 2013
Apepal all daily penalties?
Does this mean based on this ruiling we can now appeal all daily penalties on the same basis?
Most of the ones I have come across will now be out of date but the 2011/12 late daily penalties are running and once confirmation of those received the 30 days appeal period will start.