We want to make our process as simple as possible for you, so we offer different ways to provide the information we need to handle your case:

1. Use our secure client portal: Here, you’ll find a step-by-step process that guides you through providing the necessary information. View here. (Link opens new tab)
2. Fill out the downloadable PDF questionnaire: You can complete this form and send it to us. Download here.
3. Copy and paste questions from this text file: If you prefer, you can copy the questions from a text file and paste your answers into an email or document. Download here.

Questions we ask:

Instructions: Answer the questions below and reply by email.
For large files, videos and photographs , we recommend you use WeTransfer.com

Qualifying questions.

Question: 1.1 Are you the lead purchaser?
If you bought this property with someone else, either as a private person or through a business, HMRC will want to deal with the main person involved in the purchase, known as the lead purchaser. If it’s not you, please ask the other person who purchased the property with you complete this form.
Answer: Yes/No

Question: 1.2 Bought less than 4 years ago?
Did you buy this property less than 4 years ago from today?
Answer: Yes/No

Question: 1.3 Was the property in poor condition?
At the time of purchase, was the property neglected and/or would a reasonable person have lives in the property in that condition and/or would living in the property jeopardise either health or safety of the occupant i.e. excessive damp, mould, dangerous electrics?
Answer: Yes/No

Question: 1.4 Buy as an investment or 2nd home?
Did you buy this property less than 4 years ago from today?
Answer: Yes/No

Question: 1.5 Owner occupier? Buy price over £1m?
Did you buy this property less than 4 years ago from today?
Answer: Yes/No

Question: 1.5 Buy in England or Northern Ireland?
The stamp duty system is different in Wales and Scotland. Our area of expertise is stamp duty reclaims for England and Northern Ireland only.
Answer: Yes/No

If:

• you bought the property less than 4 years ago,
• it was in poor condition and time of purchase,
• it was either an investment, development, second home or if an owner occupier you paid more than £1 million at purchase,
• you purchased in either England or Northern Ireland

…then you may have a case for a stamp duty reclaim.

Your details

Question: 2.1 First Name
Answer:

Question: 2.2 Last Name
Answer:

Question: 2.3 Primary Email
Answer:

Question: 2.4 Primary Phone
Answer:

Question: 2.5 Full name as on photo ID i.e. Passport.
Answer:

Your home address as shown on any proof of address such as a utility bill.

Notes: Please note, we don’t request any proof of address from you. However, if HMRC checks your identity and needs to verify it, it’s crucial that the address you provide to us matches the one on your official proof of address.

Question: 3.1 Address Line 1
Notes: Your home address as shown on any proof of address: Address 1
Answer:

Question: 3.2 Address Line 2
Notes: Your home address as shown on any proof of address: Address 2
Answer:

Question: 3.3 Country
Notes: Your home address as shown on any proof of address: Country
Answer:

Question: 3.4 City
Notes: Your home address as shown on any proof of address: City
Answer:

Question: 3.5 Zip/Postcode
Notes: Your home address as shown on any proof of address: Postcode
Answer:

The property you purchased.

Question: 4.1 Bought property address line 1
Notes: The property you wish to make a stamp duty reclaim on: Address line 1
Answer:

Question: 4.2 Bought property address line 2
Notes: The property you wish to make a stamp duty reclaim on: Address line 2
Answer:

Question: 4.3 Bought property Town or City
Notes: The property you wish to make a stamp duty reclaim on: Town or city or region
Answer:

Question: 4.4 Bought property Postcode
Notes: The property you wish to make a stamp duty reclaim on: Postcode
Answer:

Did you buy the property with a limited company?

Question: 5.1 Name of Ltd company
Notes: What was the exact name of the limited company listed in Companies House through which you purchased the property?
Answer:

Question: 5.2 Limited company number
Notes: This is the unique registration number given to you by companies house. You will have one of these if you are a limited company or partnership.
Answer:

Condition evidence to be emailed or uploaded.

Notes: To prove to HMRC that your property wasn’t in good condition when you bought it, we need pictures, videos, surveys, and other details. This will help us demonstrate that you should get a stamp duty refund.

It’s important to note! Sometimes pictures, videos, and reports like property surveys are too large to send in an email. Use a free and safe service, like https://wetransfer.com/, to send these big files.

• If using Wetransfer, send your files to [email protected]
• In the message, please include the address of the property for which you want to make a claim.
• If using a mobile phone, Wetransfer has Android & IOS apps.

Question: 6.1 Have you got condition photos or video?
Notes: Do the photos or videos clearly show what the property looked like around the time you bought it? If so can you send them to us?
Answer: Yes/No

Question: 6.2 Have you got a property survey?
Notes: Did you have a property survey done before buying the property, showing problems with the property’s condition? If so can you send them to us?
Answer: Yes/No

Question: 6.3 Contractor photos/quotes/invoices?
Notes: Do you have photographs, video, quotes for works, invoices, receipts from any contractors who worked on your property? If so can you send them to us?
Answer: Yes/No

Question: 6.1 Have you got condition photos or video?
Notes: Do the photos or videos clearly show what the property looked like around the time you bought it? If so can you send them to us?
Answer: Yes/No

Question: 6.2 Have you got a property survey?
Notes: Did you have a property survey done before buying the property, showing problems with the property’s condition? If so can you send them to us?
Answer: Yes/No

Question: 6.3 Contractor photos/quotes/invoices?
Notes: Do you have photographs, video, quotes for works, invoices, receipts from any contractors who worked on your property? If so can you send them to us?
Answer: Yes/No

Documents needed for your claim

Question: 7.1 Scan or image of photo ID (Passport/drivers licence/other)
Notes: Take a photo of your passport or another photo ID with your phone and attach it to you your email.
Answer: Send to us via email: [email protected] or wetransfer.com

Question: 7.2 SDLT5 receipt
Notes: An SDLT5 receipt records that you have paid stamp duty to HMRC. Ask your conveyancing solicitor for this document. Note: If you authorise us, we can request this document directly from your solicitor. See End of form for authorisation details
Answer: Send to us via email: [email protected] or wetransfer.com

Question: 7.3 TR1 document signed & dated
Notes: A TR1 is a form used in the United Kingdom for the transfer of a property’s ownership from one person or entity to another. Ask your conveyancing solicitor for this document. Note: If you authorise us, we can request this document directly from your solicitor. See End of form for authorisation details
Answer: Send to us via email: [email protected] or wetransfer.com

Question: 7.4 Solicitors completion statement
Notes: A completion statement is prepared by the conveyancer or solicitor that sets out all the financial details related to the purchase or sale of a property.
Answer: Send to us via email: [email protected] or wetransfer.com

Question: 7.5 Contract of sale signed & dated
Notes: The contract outlines the details of the sale i.e. the seller’s and buyer’s names, the agreed price for the property, title number and the property address in full.
Answer: Send to us via email: [email protected] or wetransfer.com

Question: 7.6 Did you purchase your property with Gatehouse bank?
Notes: Did you purchase your property with Gatehouse bank finance? If you have used Gatehouse bank for your mortgage we will need:

• 2x SDLT5 receipts. One from the seller to Gatehouse Bank and the other from Gatehouse Bank leasing the property to you.
• We also need authorisation from Gatehouse Bank telling HMRC to pay any stamp duty refunds directly to you.

Answer: Send to us via email: [email protected] or wetransfer.com

Banking: HMRC paying you.

Notes:

• Individual: HMRC need your bank account details to pay you. HMRC will send any refund payments directly to the purchaser.
• Company: If the property for which you are seeking a stamp duty reclaim was purchased through a company, please provide us with the company’s bank account details. Individual: If you bought the property as an individual, share your personal bank account details instead.

Question: 8.1 Name of bank
Notes: We need to know the name of the bank where your account is held to ensure any refunds from HMRC go to the right place. If you bought your property through a limited company, please provide the bank name for your company account. If you bought the property as an individual, tell us the name of the bank where your personal account is located.
Answer:

Question: 8.2 Bank Account holder name
Notes: We need to make sure any refunds from HMRC are sent to the right person. If your property was bought through a limited company, please tell us the name of the bank account. If you bought the property as an individual, we need to know your name as it appears on your personal bank account.
Answer:

Question: 8.3 Bank account number
Notes: We need to make sure any refunds from HMRC are sent to the right place. If your property was bought through a limited company, please give us the bank account number. If you bought the property as an individual, we need your personal bank account number.
Answer:

Question: 8.4 Your bank sort code
Notes: We need to make sure any refunds from HMRC are sent to the right place. If your property was bought through a limited company, please give us the bank account sort code. If you bought the property as an individual, we need your personal bank account sort code.
Answer:

Question: 8.5 IBAN code if a non-UK based account
Notes: We need to make sure any refunds from HMRC are sent to the right place. If you purchased the property via a non-UK bank account, we will need your IBAN code. For more information on IBAN codes, see this resource (Link opens new tab) Otherwise please enter ‘N/A’ (not applicable) in the field. If your property was bought through a limited company, please give us the bank account IBAN code. If you bought the property as an individual, we need your personal bank account IBAN code.
Answer:

Question: 8.6 BIC / SWIFT Code
Notes: If you purchased the property via a non-UK bank account, you may have a BIC/SWIFT code. If so, please list it below. For more information on BIC/SWIFT codes, see this resource (Link opens new tab).
Answer:

Solicitor authorisation

Notes: As part of our service to prepare your case, we can communicate directly with your solicitor. To do this we will need your authorisation. Contacting your conveyancing solicitor to speed up your stamp duty reclaim.

Clients find it very helpful for us to contact their conveyancing solicitors on their behalf when obtaining documents such as TR1 SDLT5 and completion statement. If you want us to contact your conveyancing solicitor on your behalf to help get necessary documentation, tell us below. We do not charge for this service. It is free.

Question: 9.1 Do you want us to contact your conveyancing solicitor?
Answer: Contact my solicitor: Yes/No

Question: 9.2 Conveyancing solicitor contact name
Answer:

Question: 9.3 Conveyancing solicitor practice name
Answer:

Question: 9.4 Conveyancing solicitor email
Answer:

Question: 9.5 Conveyancing solicitor phone number
Answer: