Stamp Duty Land Tax (SDLT)

Legislation surrounding SDLT has become more complex in recent years. A combination of higher rates and the recently introduced 3% additional surcharge has resulted in overpayment of SDLT becoming common place.

SDLT Reclaim Service

Berkshire Wealth’s specialist team is able to expertly review the SDLT on property acquisitions, to ascertain whether clients have paid the correct amount. In many cases, clients have unknowingly paid more SDLT than was due.

Berkshire Wealth provides a ‘No Success No Fee’ reclaim service. Our service includes an initial consultation with each client to collate all of the relevant information concerning the property acquisition. We will then prepare a detailed report based upon that information and if we establish that an overpayment has been made, we submit a detailed claim report to HMRC on the client’s behalf. HMRC will then review a claim as submitted and should it agree with our conclusions, will refund the overpaid SDLT.

The overpaid SDLT will be paid to a Berkshire Wealth LLP’s client account. As soon as funds have cleared our success fee is paid, with the net rebate being immediately paid to the client. From start to finish, a successful claim will typically take approximately 8-10 weeks.

Any rebates of overpaid SDLT are subject to HMRC’s agreement. There is no tax planning involved.


“Berkshire Wealth contacted me to bring my attention to a potential rebate associated with the house we bought. Our solicitors had not identified the criteria we met for SDLT relief, so when Berkshire contacted us we were rather sceptical by default. That said, they explained very clearly to us why they knew we were in scope for SDLT relief along with the simple steps we’d need to take to reclaim the tax we had wrongly paid. The process was simple, apart from taking a few photos, Berkshire took care of everything, and I can wholeheartedly recommend the service and resulting outcomes they provided.” Successful Rebate £25,570


“We had no idea that we had overpaid stamp duty, even our solicitor did not realise the issue here, Thank you Adam & Jacqueline!” Successful Rebate £86,250


“May I take this opportunity to thank you for your hard work and assistance. We were delighted with the advice and explanation you provided us with regard to our stamp duty rebate.  Without your expertise we would be totally in the dark. We would wholeheartedly recommend your services to others.” Successful Rebate £28,750

If you would like to find out more information about Stamp Duty Reclaims please contact our team;


+44 (0)1344 638889

+44 (0)7949 127057

SDLT Reclaim Team


Adam established his accountancy and taxation practice in 1991. Over the last twenty plus years, Adam has grown his practice into a thriving group of businesses that have developed a substantial network of High and Ultra High Net Worth individuals, wealth management advisory groups and SMEs.


Lis has been at Berkshire Wealth for several years and heads up the Stamp Duty Reclaim team and is also responsible for the smooth running of the office. Lis has considerable experience in the property and hospitality sector at managerial level.


Sharon is a key member of the Stamp Duty Reclaim team at Berkshire Wealth and is responsible for researching the UK property market, a senior member of the team who manages client communication and case progression.