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SDLT Refund
Wondering if you qualify for an SDLT refund?
Discover when you may be entitled to reclaim Stamp Duty Land Tax (SDLT), the reliefs and exemptions available, and how our experts can help you secure your refund from HMRC.
3% Surcharge
If you bought another property before 1 April 2025, you might have overpaid the extra 3% if it replaced your main home before selling the old one.
Check if this applies to you!
5% Surcharge
If you bought an additional property on or after 1 April 2025, you may have paid an extra 5% unnecessarily, depending on your circumstances.
First Time Buyers Relief
If you bought a property up to £500,000 as a first-time buyer, you may have overpaid — the first £300,000 was tax-free, and only 5% applied after that.
Multiple Dwellings Relief (Scotland)
If you bought multiple properties in one deal, you may have overpaid — LBTT can be based on the average price per property, saving you thousands.
Derelict or Uninhabitable Property
If your property was derelict or unsafe, you may have overpaid SDLT — homes needing demolition or with major hazards often qualify for lower rates.
SDLT Group Relief
If you transferred property within a company group, SDLT may not apply — relief covers 75%+ ownership or shared parent companies.
Probate Property Relief
If you bought a property from a deceased estate, you may be entitled to full or partial SDLT relief depending on its size.
Mixed-Use Property
If your property is mixed-use, you may have overpaid SDLT, as lower non-residential rates could apply.
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Your Overpayment, Our Recovery Expertise
Why choose UKPA for SDLT Refund Claim?
Here's why property buyers trust us to manage their SDLT refund claims and maximise their recovery.
Expert Tax Advisors
Our property tax experts have extensive experience with SDLT refund claims and stay completely current with SDLT relief criteria, exemption rules, and HMRC refund claim procedures.
End-to-End Service
From confirming eligibility, preparing your claim, and submitting it to HMRC, to handling all correspondence on your behalf, we manage the entire refund process professionally and efficiently.
Tailored Support
Whether it’s first-time buyer relief, mixed-use property rates, higher rate surcharges, or derelict property claims, our approach is centred on securing the maximum refund available.
SDLT Refund Process
Key Requirements
Successful SDLT refund claims depend on these three factors:
To start your SDLT refund claim, Call us Now!
Assessment to Recovery
What we offer
At UK Property Accountants, we provide you with SDLT Refund Claim support from initial eligibility assessment, claim preparation through to HMRC submission and final refund processing.
We prepare comprehensive refund claims with all supporting documentation, complete HMRC forms and submissions, and ensure claims meet all technical requirements. We coordinate with surveyors, solicitors, and other professionals where additional evidence is needed.
We submit claims to HMRC through appropriate channels, manage all correspondence and queries during processing, and provide regular updates on claim progress. We handle any additional information requests or clarifications HMRC requires.
We monitor refund processing timelines, chase delayed payments where appropriate, and ensure refunds are processed correctly. We coordinate with your bank or solicitor for refund collection and provide confirmation of successful claims.
Where HMRC initially rejects valid claims, we prepare and submit appeals with additional evidence, represent you in dispute resolution processes, and pursue claims through tribunal procedures where justified.
Our Process
How We Work
Our work is centred around efficiency, collaboration, and delivering exceptional results to our clients.
Initial Discovery Call
We start with a straightforward process. Answer a few simple questions to help us understand your circumstances. It’s hassle-free, quick and designed to save you time.
Data Gathering and Analysis
Once we have the details, our team of experienced accountants gets to work. You can trust us to manage the complexities and ensure everything is accurate and compliant.
Thorough Review & Timely Submission
We conduct a meticulous review to ensure accuracy, compliance, and completeness in every submission. Our streamlined process guarantees timely submissions, so you never miss a deadline.
Ongoing Support
Our commitment extends beyond accounting and tax advisory work. We provide ongoing support, including tax planning and addressing accounting queries throughout the year.
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FAQs
HMRC will only accept refund claims that meet strict eligibility criteria with proper supporting evidence. Success rates are highest for claims submitted within 12 months, provided comprehensive documentation is included. We only pursue claims with strong prospects of success and don't make speculative claims. Our thorough assessment process ensures we only proceed where there are valid grounds for a refund, significantly improving your chances of success.
The required documentation depends on the type of refund:
- Purchase agreements and SDLT return/certificate
- Proof of first-time buyer status
- Property surveys or valuations for derelict/uninhabitable properties
- Evidence of commercial use for mixed-use properties
- Documentation for corporate group transfers
UKPA helps gather and organise all evidence to ensure your claim is fully supported.
Yes. If you paid the higher surcharge because your previous main residence had not yet been sold, you may claim a refund once the sale is completed. Claims must follow specific timelines and HMRC requirements.
If HMRC initially rejects a valid claim, we can appeal the decision with additional evidence and arguments. Many refund claims are initially rejected due to insufficient evidence or technical issues that can be addressed on appeal. We represent you throughout the appeals process and can take cases to the tribunal where justified. Our experience with HMRC procedures enables us to handle rejections (if any) and pursue valid claims through all available channels until a successful resolution is achieved.
UK Property Accountants is a leading firm of chartered certified accountants and chartered tax advisers specialising in the property and real estate sector with head office in Central London.
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