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ARMED FORCES TAX SUPPORT - CASTLE EDEN & UK-WIDE

Armed Forces
tax rebates.
Clear support.

Serving in the Army, Royal Navy, Royal Marines or RAF, or recently left service? We’ll review your tax paid and relevant expenses, explain what qualifies and help with any eligible claim. We already support Armed Forces clients, with scope and fees agreed before we start.

 

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A clear checklist for your records

A dedicated point of contact

Scope and fees agreed before we start

SUPPORT BUILT AROUND YOUR CIRCUMSTANCES

Your service.
Your tax position.

Every posting and pay history is different. We bring the relevant information together and explain what can be reviewed, whether you are serving, a reservist or have left the Armed Forces.

01 /  PAY & TAX

Check your tax paid.

We review your payslips, tax codes and changes in employment, including leaving service. Your full income position helps us understand whether the tax paid needs checking.

02 /  TRAVEL & EXPENSES

​Review the details.

Tell us about work journeys and costs you paid yourself. We check the purpose, workplace arrangements and any MOD reimbursement before considering a claim.

03 / EXISTING RELIEF

Avoid claiming twice.

We check earlier claims and relief already received. Qualifying uniform laundry relief is normally provided through MOD payroll, so it should not be claimed again.

A review first. A claim where eligible.

Military service alone does not mean a refund is due. We’ll agree the years, issues and fees before starting. Tax returns and other additional work are scoped separately where needed.

WORKING TOGETHER

Your records.
A clearer picture.

Start with a brief outline of your circumstances and the years you want checked. We’ll provide a tailored checklist and explain how to share the records we need.

Pay and tax records

P60s, relevant payslips, tax code notices and a P45 if you have left service. Tell us about pensions, other employment or additional income.

Posting and workplace details

Dates, locations, the purpose of each assignment and how long it was expected to last. Include changes to those expectations.

Travel, costs and reimbursements

Journey dates, mileage logs and receipts, plus details of allowances or expenses paid by the MOD. We’ll explain which records are relevant.

Previous claims and correspondence

Earlier tax returns, refund claims and HMRC letters. This helps us check what has already been reported or allowed.

A CONVERSATION IS A GOOD STARTING POINT

Unsure what qualifies?

You do not need to work out the rules before contacting us. Tell us about your service, the costs involved and what you would like checked. We’ll explain the next step.

GETTING STARTED

Four steps.
From review to claim.

Know what to share, what we’ll check and when you need to review and approve the information.

Tell us what you need checked.

Tell us about your service, relevant postings and the years you want reviewed. We’ll explain the proposed scope and fee.

Share the supporting records.

We’ll provide a tailored checklist and explain how to share your information securely, then follow up on missing details.

Review the position together.

We explain our findings and any claim that can be made. You check the information and approve the agreed submission.

Submit and follow the next steps.

Once authorised, we submit the claim through the appropriate route and explain any further information or action needed.

KEEP THE WORK CONNECTED

Keep your wider
tax position connected.

A possible refund may be part of a broader tax return or income review. We’ll explain how the relevant services fit together.

Support with your return where a repayment forms part of your wider tax position.

Bring construction income, expenses and CIS deductions together in your return.

Explore our wider review and claim service for possible tax overpayments.

BEFORE WE GET STARTED

Your tax rebate
questions, answered.

Not sure whether you have overpaid or what happens next? Start here, or ask us about your circumstances.

LET'S MAKE A START

Your service.
A clearer tax position.

Tell us about your Armed Forces service and what you would like checked. We’ll explain the information needed and help you decide how to proceed.

Based in Castle Eden. Supporting limited companies across the North East and UK.

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