Case studies.
Here are some examples of client situations and refunds that we have that we have successfully recovered.
Non-UK resident refund
Mrs Freeman lived abroad and purchased a property within the UK, as such a 2% surcharge was applied to the Stamp Duty as per the rules. Having contacted our team of experts it was quickly established that as they had been present in the UK for a certain period of time, they would be eligible for a refund of the 2% surcharge, as a result of our successful application, a refund of over £9,000.00 was issued by HMRC.
Multiple purchases
In some situations, there is more than one relief available to a purchaser, in such a case, all reliefs must be considered. Mrs Marrinan purchased eight flats that were uninhabitable. Having paid Stamp Duty as advised by their conveyancer, our team of experts were able to locate a more cost-effective relief to the Client resulting in a refund of over £16000.00.
A first-time buyer
Miss Losub, who was a first-time buyer, paid over £3,000.00 in Stamp duty due to their Conveyancer at the time applying the incorrect Stand Duty Rates, after assessment, our team of experts submitted an application on behalf of the Client and a full refund was issued.
Purchasing a second home
Mr Penman and partner paid over £35,000.00 in Stamp Duty; an increased surcharge was paid of 3% as both already owned another residential property. The client eventually sold the old property within 3 years and was eligible for a refund.
Our team of experts researched the rules surrounding these cases and were successful in recovering a refund in the sum of over £18,000.00.An uninhabitable property
Mrs Sun paid over £90,000.00 in Stamp Duty, at the time of the purchase, the property was not in a habitable condition, and this was not taken into consideration by the conveyancer at the time. Our team of experts considered the legislation and case law surrounding such cases and made an application on behalf of our client. We successfully recovered a refund of over £40,000.00.
An uninhabitable property
Mr Parker paid £2,400.00 in Stamp Duty, at the time of the purchase, the property was not in a habitable condition, and this was not taken into consideration by the conveyancer at the time. Our team of experts considered the legislation and case law surrounding such cases and made an application on behalf of our client. We successfully recovered a full refund.