Claiming exam and training costs from HMRC? Claiming exam and training costs from HMRC?
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  1. #1

    Nervous Newbie


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    Default Claiming exam and training costs from HMRC?

    Currently working as an IT contractor and trying to navigate the minefield of expenses whilst being employed via an umbrella company. My question relates to claiming the costs of certification exams and training materials (books, video subscriptions, bootcamps etc..). Since I am not a limited company, I presume I would need to claim them back from HMRC in some way?

    If that is the case and anyone here has done so before, I would be grateful if you could provide any advice and guidance on the best way to do so?

    Thanks in advance

    Red

  2. #2

    Some things in Moderation

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    There are no expenses of that kind if you work for an umbrella.
    "I can put any old tat in my sig, put quotes around it and attribute to someone of whom I've heard, to make it sound true."
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  3. #3

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    You pay them via your net salary then


    Nothing that’s it


    You can’t claim back from anyone

  4. #4

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    Slightly wonky terminology. You don't claim anything off HMRC. That implies you're expecting them to pay for your training.

    Some expenses can be offset against your tax bill to reduce the amount of tax you pay. You would still have to pay for the expenditure yourself.

    However, as noted above, even that is not an option to you.

  5. #5

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    So basically if I was a limited company or self-employed/sole trader then I could claim tax relief on those expenses.

    But as an umbrella employee, I am not entitled to claim tax relief for any training expenses or certification exam fees?

  6. #6

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    Pretty sure if you have to have them for your job they aren't an expense. Might be wrong.

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    Quote Originally Posted by redordead View Post
    So basically if I was a limited company or self-employed/sole trader then I could claim tax relief on those expenses.

    But as an umbrella employee, I am not entitled to claim tax relief for any training expenses or certification exam fees?
    Kerching!

    This is why, despite there being some excellent umbrellas out there, it is the worst of all worlds option.

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    Quote Originally Posted by Lost It View Post
    Pretty sure if you have to have them for your job they aren't an expense. Might be wrong.
    The other way around - you can claim tax relief if it's for your current line of business but if you want to train to do something new you can't claim relief on it. So if your line of business is PM/BA work you can't claim relief if you want to retrain as a brick layer.

  9. #9

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    Quote Originally Posted by ladymuck View Post
    The other way around - you can claim tax relief if it's for your current line of business but if you want to train to do something new you can't claim relief on it. So if your line of business is PM/BA work you can't claim relief if you want to retrain as a brick layer.
    ....just not if you're an umbrella employee! :-(

  10. #10

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    Quote Originally Posted by redordead View Post
    ....just not if you're an umbrella employee! :-(
    You can't even claim expenses to re-train as an umbrella maker. Ironic isn't it...
    His heart is in the right place - shame we can't say the same about his brain...

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