Expat tax refunds and planning

Metta Accountants is a leading provider of tax advice and tax refund claims services for expats. We understand how complex expat tax regulations can be, that is why we offer tailored solutions to help you meet your tax obligations and claim any reliefs or allowances that may be available for your specific situation to maximise tax saving or tax refunds you may be entitled to.

Here are some of the services we offer:                                 

• Expat Tax Advice: As an expat, you may have to pay taxes in multiple jurisdictions. We can help you navigate the complexities of tax laws and regulations in your country of residence and any other countries where you may have tax obligations. We can advise you on tax-efficient investment strategies, tax treaties, and other options to help you minimise your tax liability and maximise your returns.
• Tax Refund Claims: If you’re an expat who has worked in the UK and paid taxes, you may be entitled to a tax refund. We can help you identify any tax overpayments, complete the necessary paperwork, and file your tax refund claim with HMRC. We have a track record of successfully securing tax refunds for our clients, and we can help you get the refund you’re owed on a fixed fee basis.                                             
• Personal Tax Planning: We can help you develop a personal tax plan that takes into account your unique financial circumstances and goals. We can advise you on tax-efficient investment ideas, pensions, and other options that can help you minimise your tax liability and maximise your returns.
• Business Tax Services: If you’re an expat who owns a business or is self-employed, we can help you navigate the tax implications of your business activities. We can advise you on tax-efficient business structures, VAT, payroll, and other tax matters that affect your business.                              
• Non-Domicile Tax Planning Strategies: If you’re an expat who is not domiciled in the UK, you may be eligible for various non-domicile related tax reliefs. We can help you navigate the complexities of non-domicile tax laws and regulations in the UK and advise you on the tax-efficient options available to you like remittance basis of taxation or overseas workday relief and so on.
• Detached Duty Relief Claims: If you’re an expat employee who is in the UK for less than 24 months on a temporary work assignment, you may be eligible for Detached Duty Relief (DDR). DDR is a tax relief that allows you to claim back certain expenses related to your temporary work assignment in the UK. Our team can help you identify if you’re eligible for DDR and assist you in making a claim.          
• Compliance with HMRC: As an expat, it’s important to comply with HMRC regulations to avoid penalties and fines. For instance, as an expat you would always have to file a self assessment tax return, reporting your arrival and departure from the UK and complying with other tax regulations. We can help you stay on top of such necessary compliance requirements saving you penalties and interest for non compliance.                             
• Tax Residency and Double Taxation Agreements: As an expat, you may be subject to tax in multiple countries. We can help you determine your tax residency status and advise you on the double taxation agreements in place between the UK and other countries. We can help you minimise your tax liability and avoid paying tax on the same income in multiple jurisdictions.

• Remittance Basis of Taxation: If you’re a non-domiciled individual in the UK, you may be eligible to be taxed on a remittance basis. This can help you minimise your UK tax liability by only being taxed on income and gains that you bring into the UK. We can help you navigate the remittance basis of taxation rules and advise you on how to structure your finances to take advantage of this generous tax relief.                          
• Workday Relief: If you’re an expat who spends some of your workdays outside of the UK, you may be eligible for Workday Relief. This tax relief can help you reduce your UK tax liability by allowing you to exclude a portion of your earnings from UK taxation. We can help you identify if you’re eligible for Workday Relief and assist you in making a claim. 
• Split Year Treatment: If you’re an expat who arrives in or departs from the UK partway through the tax year, you may be eligible for Split Year Treatment. This treatment can help you reduce your UK tax liability by dividing the tax year into two parts and calculating your tax liability separately for each part. We can help you determine if you’re eligible for Split Year Treatment and assist you in making a claim.                       

At Metta Accountants, we pride ourselves on delivering exceptional service and tailored solutions to meet the unique needs of our clients. Contact us today to schedule a consultation and take the first step towards achieving your financial goals as an expat.