For HR, reward and global mobility teams
Your Australian and New Zealand staff may be overpaying UK tax.
In their first four UK tax years, people who moved here can claim back UK tax on the days they work outside the UK. Most don't know, and it isn't done through payroll. We check who it's worth it for and make the claim on their own tax return. It costs you nothing and needs nothing from payroll.
Who it helps
- Staff on your UK payroll who moved to the UK in the last four tax years, and weren't UK resident in the ten years before.
- Who work some days outside the UK: client and deal trips, regional roles, or working from Australia or New Zealand over Christmas.
- It pays best for total pay (with bonus and shares) above about £110,000, where a few weeks abroad usually beats the personal allowance they give up.
Tax-equalised secondees are different: their UK refund normally belongs to you, and your existing tax provider should handle it. We'll say so if that's who you have.
What it means for you
- No cost. Staff pay us a fixed fee (£349 a year, £249 for our first clients), and only if the free check says it's worth it. Prefer to pay for it as a staff benefit? Talk to us about invoicing you instead.
- No payroll changes. The claim goes on the employee's own Self Assessment return. Refunds go from HMRC straight to them.
- No data from you. We never contact your staff unless they come to us. You share a link or a short talk; they decide.
- Lots of travellers? HMRC lets employers send a section 690 notification so payroll leaves out the overseas share (capped at 30% from April 2026). Staff still need to file a return, and we can tell you whether it's worth doing.
Easy ways to offer it
- 1
A link in your relocation pack
Point new arrivals from Australia and New Zealand to the free two-minute check.
- 2
A 20-minute lunch-and-learn
In person or on Teams: the first UK tax years, the £100k trap, and the relief for days abroad. No selling.
- 3
A note before 31 January
The 2025/26 return deadline. One email to the right people, which we'll draft for you.
See how it works for staff: the free check and our guide for people moved to London by an Australian or NZ employer.
Talk to us
We open for clients soon, and we're finishing our registration as an HMRC tax agent. Talk to us now and your staff get the founding price. Check us out.