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< Back to Latest News Studies Article: How does making a Stamp Duty Land Tax claim work?

Author: Matthew Jeffery, Tax Director

Zeal do all the hard work for you! Our process is simple and hassle free meaning our team usually complete claims within 4-8 weeks. All you need to do is provide us with some basic information about yourself and the property transaction and we take care of all the technical details.

Our 5-step process to making a Stamp Duty refund claim can be found below!

Claiming with Zeal:

Step 1: Consultation

The first stage is for us to have a phone conversation with yourself to check that you are eligible to make a claim. During the call our team will take some basic instructions from yourself to identify if you qualify for a claim.

The consultation stage is completely free of charge meaning it doesn’t cost anything to find out if you have a claim. We confirm you have a claim and you are happy to proceed with Zeal, we would send you one of our engagement letters. Once you sign and return this document to us, you have instructed us to work on your behalf. We would then start working on your claim.

Step 2: Validation and Research

The next step is for our team to collect all of the relevant documentation needed to prepare your claim. This might include information about the purchase, any Stamp Duty previously paid and any other supporting documentation in evidence of your claim. 

Step 3: Prepare the Report

Our team will prepare a report that outlines the basis for your claim and the potential refund we believe that you are entitled to. We will share the report with you for your approval and one of our team will call you to talk you through the contents. 

Step 4: Submission to HMRC

Once you have approved the report, we will submit it to HMRC on your behalf. If required, we will also deal with any queries that may arise from HMRC. We generally find that our reports rarely generate any questions as they are in a format that has been pre-agreed with HMRC to make the process as streamlined as possible.

Step 5: Receive your refund!

HMRC will review your claim to ensure it is valid, complete and accurate.

Once they are satisfied that you have a valid claim, they will process your refund. Our team actively communicate with HMRC on your behalf and will inform you once we have a successful resolution. All that’s left to do then is sit back and wait for your overpaid tax to be returned!

Why Zeal?
Our team provide a free review accessing your eligibility to claim, and if we believe you have overpaid Stamp Duty, we can seek to recover any amounts on a success fee basis, meaning there are no upfront or fixed costs. 

As we do all the groundwork up front, our professional approach to each case means we will only take cases forward that we consider have a strong chance of success.

Our tax advisors are CTA qualified with many years of experience. We don’t just submit a report like other firms, we take care of the whole process and also deal with any queries from HMRC. You can rest assured that you’re in safe hands with Zeal.

If you think that you may have grounds for a Stamp Duty refund claim, do get in touch. Our experts will be able to verify your eligibility to claim with just a few short questions.

Call 01633 287898 for more.