The Story
Meet Jackie, one of Sunderland's many dedicated NHS workers. Like many of her colleagues, Jackie's life is all about caring for others. But when it came to her taxes, she felt a bit lost at sea. She had a hunch she might be missing out on some tax breaks but didn't know where to start. That's when she found Ultra Tax Ltd, and that's where her story takes a turn for the better.
The Challenge
Jackie's job means she's got a lot on her plate, from long shifts to keeping up with her professional training. And like many NHS staff, she spends money on things like washing her uniform, paying for professional subscriptions, and travelling to different sites. The tricky bit? Making sure she got back what she was owed for all those expenses.
Our Approach
We rolled up our sleeves and got stuck in. Here's what we did for Jackie: We sat down with Jackie to really understand her work expenses over the last four years. We found quite a few areas where Jackie could claim tax relief – everything from her scrubs to her union fees and the miles she clocked visiting patients. We then helped Jackie dig out all the bits and bobs needed to back up her claims, like receipts and travel logs. Our team crunched the numbers to work out exactly how much Jackie could claim. We then took care of all the nitty-gritty with HMRC, making sure Jackie's claim was spot-on and backed up with all the right details.
The Result
Jackie received over £12,000 back in NHS Tax Rebates. It was a bit of a 'wow' moment for her – that money made a real difference, giving her a bit more breathing space and a few more options.
The Bottom Line
Jackie's story is just one of the many ways we're helping Sunderland's NHS workers get a fair deal on their taxes. At Ultra Tax Ltd, we're all about making sure you get back what's rightfully yours, with no fuss and no stress. If you're in Jackie's shoes, why not give us a call and see what we can do for you.
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