Typical Refund Scenarios

 

If you have purchased any of the following types of property there is a very good chance you will be eligible for a refund of SDLT:

  • Buildings arranged as flats

  • Properties in Shell Condition

  • Fire Damaged Properties

  • Part built or part converted buildings

  • Part Exchange Properties

  • Long Term Empty Properties

  • Chain Saving Purchases

  • Mixed Commercial/Residential Purchases

  • Purchases from Executors

  • Houses which are to be demolished

  • Houses with Fields, Paddocks and Farmland

This is just a selection of some of the more common grounds for a refund, there are some which are more obscure but still highly relevant to property companies and investors.

 Case Studies

The subject of SDLT refunds is widely misunderstood.  Sometimes a transaction might qualify for a refund on more than one basis.  Even if you’ve had a refund of SDLT have you had all you are due?  The two case studies below illustrate the importance of getting the right advice.

Case Study One

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Our client purchased this shop and three flats in shell condition. The purchase price was £1,125,000 and an SDLT figure of £45,750 was indicated by the online calculator. Our client duly paid this sum.

By providing concise evidence to HMRC demonstrating how long the property had been empty we were able to secure a refund in excess of £36,000, the refund was received within a month of submission.

Case Study Two

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Our client had purchased a mixed commercial/residential property and his accountant had helped him secure a refund of SDLT based on the precise configuration of the units.

We were aware of a recent change to SDLT rules which meant our client qualified for a further refund and in under a month of submitting an SDLT refund application we had obtained a refund in excess of £13,000 for our client.

Even if you’ve previously had a refund of SDLT, you may still be due further monies. To find out call Stampback 020 8545 2623