RIFT Operation TAX REFUND
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RIFT Operation TAX REFUND
Picked up the RAF News this week for a short read. Full page advert for a tax refund wrt HDT and GYH for MOD employees. Anybody know much about the organization RIFT or the HMRC scheme before I contact them?
Regards
//trk
Regards
//trk
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https://www.gov.uk/government/upload...321897/490.pdf
Lots of detail here for specific examples:
EIM31200 - Employees using own vehicles for work: mileage allowance payments, AMAPs, MAR, passenger payments: table of contents
Don't use a company. They will take a cut of the money you are entitled to, if you do the legwork and you have an entitlement, it's pretty straightforward to do.
Lots of detail here for specific examples:
EIM31200 - Employees using own vehicles for work: mileage allowance payments, AMAPs, MAR, passenger payments: table of contents
Don't use a company. They will take a cut of the money you are entitled to, if you do the legwork and you have an entitlement, it's pretty straightforward to do.
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Yes but the circumstances are pretty specific. The most likely successful applicants will have had a short term posting (less than 2 years) on a commute with significantly different travel time than their current commute.
Examples would be commuting to service courses For a period of time or temporary detached duty away from your home unit.
You can't claim the year you did in a different post on the same station qualifies!
You can claim all site visits claimed through mma using your personal vehicle. Keep records.mjpa is good for this as you can get an annual printout off jpg of your mma claims. Good example would be visits to Air when service transport aren't agailable, travel to courses.
I'm not sure about travel to AT expeds, if you can demonstrate its work related, I would say give it a go.
Examples would be commuting to service courses For a period of time or temporary detached duty away from your home unit.
You can't claim the year you did in a different post on the same station qualifies!
You can claim all site visits claimed through mma using your personal vehicle. Keep records.mjpa is good for this as you can get an annual printout off jpg of your mma claims. Good example would be visits to Air when service transport aren't agailable, travel to courses.
I'm not sure about travel to AT expeds, if you can demonstrate its work related, I would say give it a go.
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T'will depend upon whether its a temporary (<2 year) posting I believe.
Not sure though, as I only looked into MMA and HTD.
May be worth posting findings on here to prevent peeps handing over cash to companies when the claim is pretty blinking straightforward. you can backdate 6 years I believe also.
EDIT: HMRC, the beggars, changed the rules. you can retrospectively claim 4 years.
Not sure though, as I only looked into MMA and HTD.
May be worth posting findings on here to prevent peeps handing over cash to companies when the claim is pretty blinking straightforward. you can backdate 6 years I believe also.
EDIT: HMRC, the beggars, changed the rules. you can retrospectively claim 4 years.
Last edited by VinRouge; 1st Feb 2015 at 11:56.
I just last week stumbled across the DIN mentioned by Skeletal. The system isn't exactly shouting from the roof tops about this is it?
I'm going to try and make a claim for HTD / GYH as I've found my last 2 posting notices which state a 2 year tour, which according to the DIN seems to be classed as temporary and therefore eligible to claim. But I have an uneasy feeling that there maybe a gotcha as alluded to that even a 2 year tour, whilst classed as temporary, may be viewed as more permanent than temporary by HMRC if it's 2 years spend driving from home to the same base day after day ... I'm almost sure it will be a small print gotcha.
And from form P87 you can also claim professional subscriptions I note. Previously only seen mentioned for the likes of Engineers and Medics that required to be members of professional bodies, but noting the wording that you can claim relief for subscriptions to bodies that are required for or may be helpful for your job - and it's that last bit I'm banking on - I think the rest of us non 'professionally qualified' types might also be able to claim. Looking down the list, it's a very long list and includes the likes of RUSI. Got to be worth a shot.
Either way, as the P87 appears fairly self explanatory, I'd strongly recommend doing it yourself rather than letting a company take a chunk of your cash for very little effort - you'll still have to do the donkey work of providing them with the data, it's only another half hour to fill the paperwork in.
I'm going to try and make a claim for HTD / GYH as I've found my last 2 posting notices which state a 2 year tour, which according to the DIN seems to be classed as temporary and therefore eligible to claim. But I have an uneasy feeling that there maybe a gotcha as alluded to that even a 2 year tour, whilst classed as temporary, may be viewed as more permanent than temporary by HMRC if it's 2 years spend driving from home to the same base day after day ... I'm almost sure it will be a small print gotcha.
And from form P87 you can also claim professional subscriptions I note. Previously only seen mentioned for the likes of Engineers and Medics that required to be members of professional bodies, but noting the wording that you can claim relief for subscriptions to bodies that are required for or may be helpful for your job - and it's that last bit I'm banking on - I think the rest of us non 'professionally qualified' types might also be able to claim. Looking down the list, it's a very long list and includes the likes of RUSI. Got to be worth a shot.
Either way, as the P87 appears fairly self explanatory, I'd strongly recommend doing it yourself rather than letting a company take a chunk of your cash for very little effort - you'll still have to do the donkey work of providing them with the data, it's only another half hour to fill the paperwork in.
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And don't forget your PPI,
seriously, I got 8K back
seriously, I got 8K back
I have also claimed in the past for 'additional expenses necessary to do my job'. Moving to a representation role in a hot climate meant spending many £100s on new uniforms (eg No 6 & No 8 provided but brevets, medal ribbons, sword hooks &c not funded), alterations, lightweight suits, recce visit etc. The UUA doesn't increase when you get a bigger dressing-up box to play with, regretfully. The warmer months here sees me drycleaning my No 6s once a week (I have 2 sets); same for suits.
I could demonstrate that these were over and above 'normal' expenditure and HMRC accepted it. Along with RUSI, RIIA membership, hosting gifts (every dinner party invitation means flowers and a small gift), posh stationery (latter two when on foreign staff college), posh clothing for my partner, depreciation on cars, depreciation of furniture in storage etc, etc. This all makes me sound a bit venal, but given that my partner is unable to work here, kids are by necessity in school in the UK (thanks, btw for the increase in school children's' visits - 6 pa now) and that we end up shelling out a lot of dosh to do HMG's business here (and for those familiar with the role, you will concur that we represent UK plc and not just the RAF, or indeed MOD) I think it's only fair to seek a bit of a refund of these additional costs which are outwith the allowances package.
I could demonstrate that these were over and above 'normal' expenditure and HMRC accepted it. Along with RUSI, RIIA membership, hosting gifts (every dinner party invitation means flowers and a small gift), posh stationery (latter two when on foreign staff college), posh clothing for my partner, depreciation on cars, depreciation of furniture in storage etc, etc. This all makes me sound a bit venal, but given that my partner is unable to work here, kids are by necessity in school in the UK (thanks, btw for the increase in school children's' visits - 6 pa now) and that we end up shelling out a lot of dosh to do HMG's business here (and for those familiar with the role, you will concur that we represent UK plc and not just the RAF, or indeed MOD) I think it's only fair to seek a bit of a refund of these additional costs which are outwith the allowances package.
RIFT will take around 20% of whatever HMRC say you're entitled-to wrt motor mileage relief, once they've got you to do the leg-work gathering the relevant info. The HMRC online form takes 10 minutes to complete, once you have the same dataset to hand, and only requires you to calculate the total mileage travelled for that tax year. Fill-in the form and it works out for you the sum that you are claiming.
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Two points:
Eventually is quite right. Pay more claim more. The officers' tax allowance relieved at 20% was EXACTLY equal to the replacement costs of standard working dress over a 5 year life cycle. This was about 10 years ago and the relief had been frozen fir some time. Worth doing a costings exercise again.
Mess dress, No 1, Oxford Shoes, Caps, Brown gloves etc are all extras. Same would be true of a woolly pully changed more often than 5 years.
MMA, the award of MMA for a detached course might be for fewer journeys than you actually did. For instance you might be reimbursed for one return journey over a fortnight but you made two or more - claim the full mileage - petrol receipts can help.
You can also claim for Subsistence where your food costs are more than your allowance. Same with mess charges for accommodation and laundry*. Receipts again.
*That is for those in private or quarters and not those ordinarily in mess. Not sure about bean stealers but there is potential there.
Eventually is quite right. Pay more claim more. The officers' tax allowance relieved at 20% was EXACTLY equal to the replacement costs of standard working dress over a 5 year life cycle. This was about 10 years ago and the relief had been frozen fir some time. Worth doing a costings exercise again.
Mess dress, No 1, Oxford Shoes, Caps, Brown gloves etc are all extras. Same would be true of a woolly pully changed more often than 5 years.
MMA, the award of MMA for a detached course might be for fewer journeys than you actually did. For instance you might be reimbursed for one return journey over a fortnight but you made two or more - claim the full mileage - petrol receipts can help.
You can also claim for Subsistence where your food costs are more than your allowance. Same with mess charges for accommodation and laundry*. Receipts again.
*That is for those in private or quarters and not those ordinarily in mess. Not sure about bean stealers but there is potential there.
Thought it worth re-opening an old thread with an update.
Just managed to successfully claim a tax rebate on 4yrs worth of HTD /GYH without resorting to RIFT and their 34% charges. It's all based around your postings, so if your AO has you at a location for <24 months it's classed as a temporary workplace by HMRC and you can claim business expenses. In practice that's tax relief on the difference between HMRC allowed rates and what you're paid in HTD/GYH.
Worth having a look at the RIFT site, if only to see what factors they look at and the legislation they refer to ITEPA 2003 s336-339 if I recall, and read the DIN which is the cut down version of the legislation. Other than that, the hardest part is accurately collating the data from your pay statements, the HMRC website does all the calculations for you so you can't get those wrong as long as you're accurate & honest. When I did it, I submitted my claim direct to HMRC on a tax return and had the cash in my bank within 2 weeks.
It can be done, just do a bit of reading to ensure you understand, which shouldn't be beyond most people on here given what we do, and save a huge bill by doing it yourself as diginagain noted.
Just managed to successfully claim a tax rebate on 4yrs worth of HTD /GYH without resorting to RIFT and their 34% charges. It's all based around your postings, so if your AO has you at a location for <24 months it's classed as a temporary workplace by HMRC and you can claim business expenses. In practice that's tax relief on the difference between HMRC allowed rates and what you're paid in HTD/GYH.
Worth having a look at the RIFT site, if only to see what factors they look at and the legislation they refer to ITEPA 2003 s336-339 if I recall, and read the DIN which is the cut down version of the legislation. Other than that, the hardest part is accurately collating the data from your pay statements, the HMRC website does all the calculations for you so you can't get those wrong as long as you're accurate & honest. When I did it, I submitted my claim direct to HMRC on a tax return and had the cash in my bank within 2 weeks.
It can be done, just do a bit of reading to ensure you understand, which shouldn't be beyond most people on here given what we do, and save a huge bill by doing it yourself as diginagain noted.
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Transfer of Allowance
Also tax, remember if your other half does not use any or all of her tax allowance she /he can apply to have up to £1,060 0f the allowance transferred to you.
There are rules and I can't remember them all, but it is the person giving up the allowance that must apply. The main gotcha is the receipient must be on lower rate tax. For many of you it will only apply after retirement. Once they apply there is an immediate acknowledgement and a 12 week wait. It applies from the year you apply and is automatic thereafter. I think the allowance is index linked.
There are rules and I can't remember them all, but it is the person giving up the allowance that must apply. The main gotcha is the receipient must be on lower rate tax. For many of you it will only apply after retirement. Once they apply there is an immediate acknowledgement and a 12 week wait. It applies from the year you apply and is automatic thereafter. I think the allowance is index linked.
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Was this for separate periods, each of less than 2 years, or for a 4-year stint somewhere? I did 3 years on GYH but assumed I couldn't claim as it was more than 24 months - although I did wonder whether I could argue that it was only planned to be 2 years, initially but got extended.