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My husband -and-wife clients are retired and are not liable to tax. In 2008/09 they invested in a one-year account at the Post Office and signed forms R85 to have the interest paid gross.
The account which was apparently with the Bank of Ireland has recently matured and according to a certificate of interest paid that they have received tax has been deducted. The bank says that it has no trace of the forms R85 and the tax must be reclaimed from HMRC.
However my clients do have a letter of acknowledgement of the forms from the Post Office. The amount of tax is significant for my clients.
Will my clients have to wait until after 5 April 2010 to reclaim the tax from HMRC or could the bank refund the tax now?
Readers’ advice would be appreciated.
Query 17 499 – Pensioner
Reply from...
Please reach out to customer services at +44 (0) 330 161 1234 or 'customer.services@lexisnexis.co.uk' for further assistance.
