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Claim refund of the 3% Higher Rates of SDLT

3% SDLT Rebate Claim

You may be eligible for a refund of the 3% Stamp Duty Land Tax (SDLT) surcharge if you buy a new main residence and sell your previous main residence within three years.

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Resources | Stamp Duty & Land Tax - UKPA

What are the conditions for claiming a 3% SDLT Surcharge Refund?

As per para 3 of Schedule 15 of Finance Act 2003, there are two parts to the replacement of a purchasers' main residence:

Condition 1: New Dwelling

You must have bought your new main dwelling on or after 1 April 2016. The new dwelling acquired must be intended to be occupied as the individual’s only or main residence.

Condition 2: Previous Dwelling

You must have sold your previous main dwelling on or after 1 April 2016. You must have owned and occupied your previous main dwelling as your main residence.

Condition 3: Sale of Previous Dwelling

The sale of your previous main dwelling must complete within three years of the purchase of your new main residence.

Services We Offer

Written Tax Advice

We offer written Tax Advice to home buyer after making the initial assessment and collecting the necessary data which helps them to claim the 3% SDLT refund with confidence.

Claim Back Overpaid SDLT

If you have sold your previous main dwelling within three years of purchase of your new main residence, we help you to claim back overpaid SDLT.

Why Choose Us for claiming 3% SDLT surcharge refund claim?

We are specialist accountants and tax advisers for your property business & provide the top-notch services tailored to your needs. Our accomplished tech-embedded service with exceptional property tax insight makes us stand out from the rest.

Expertise

We pride ourselves on our quick turnaround times and efficient processes, ensuring that your 3% SDLT refund is completed in a timely manner and without any delays.

Tailored Approach

Our competitive pricing ensures that you receive excellent value for your money while maintaining the highest quality of service.

Efficiency

We pride ourselves on our quick turnaround times and efficient processes, ensuring that your 3% SDLT refund is completed in a timely manner and without any delays.

Competitive Pricing

Our competitive pricing ensures that you receive excellent value for your money while maintaining the highest quality of service.

Peace of Mind

With our expertise and experience, you can relax knowing that your SDLT refund is in good hands and that you're fully compliant with all relevant regulations and requirements.

Convenience

We make it easy to submit your 3% SDLT refund by handling all the filing on your behalf, so you don’t have to worry about any of the details.

How We Work

At our core, we place a significant emphasis on trust and confidentiality. Our utmost priority is to ensure that you feel reassured, listened to, and valued. As a cohesive team, we provide unwavering support, understanding, attentive listening, a structured approach, and extensive expertise. By addressing urgent needs and taking the time to truly understand you, we foster trustworthy and dependable relationships.

Initial Assessment

We review the information provided by you for the potential 3% SDLT refund claim and determine if you qualify for SDLT relief.

Engage with Us

We will send the Proposal and/or engagement letter which will provide you with the overview of the services and associated fees.

Data Collection

Once it is determined that you are eligible, we will gather all the necessary information for claiming the SDLT relief.

SDLT Relief Claim Report

We will prepare a detailed report that includes a summary of the grounds on which 3% SDLT rebate can be claimed and a calculation of the SDLT relief.

Clients Approval

The draft of the 3% SDLT relief claim report will be sent to you by UKPA for your review and approval.

Submission to HMRC

We will submit the 3% SDLT rebate claim to HMRC along with any required documentation.

Here is our awesome team

At UKPA, it is done by a team of people evolved from different walks of life. Trained and experienced in property and real estate tax, accounting and compliance matters, most of them are qualified as Chartered Accountants, Chartered Tax Advisers or Chartered Financial Analyst.

Fill our Assessment form

Find out if you are eligible  for the 3% SDLT Rebate Claim.

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