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Self-assessment scammers

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Many of you are well versed in the tax return system and will likely just have submitted your own return by the online deadline of 31st January. The facts and figures involved can really make your head spin and can cause us to be more susceptible to any scams surrounding tax and HMRC.

With so many emails, letters and general communications between tax- payers and HMRC the scammers see this as an opportunity to send their own communications to try to catch you out. Scammers are producing more convincing communications than ever before, using official-looking logos, gateway account numbers and even calling from similar phone numbers to HMRC.

The general process is that they send you something that looks official (usually promising you a tax rebate or threatening penalties for tax fraud for unpaid tax), then ask you to click on a PDF which asks for your bank details for the rebate to be paid. With so many official-looking communications and HMRC moving towards more digital avenues, the scams are getting increasingly difficult to spot.

Top tip: HMRC will never contact you via social media.

Please stay vigilant and, if you are suspicious, we recommend contacting HMRC before taking any action, either from letters, email or speaking to anybody who calls you directly.

Jasmine Lambert Chartered Financial Adviser in Southampton
Jasmine Lambert

Jasmine has been a qualified Financial Planner since 2008. She has also been a member of the Society of Will Writers since 2012. She is passionate about helping Clients build their wealth and achieve the financial lifestyle they desire. Her areas of expertise are that of Savings, Investments, Pensions and Retirement Planning.

Redwood Financial is one of the south’s leading Investments, Pensions, Wills, Trusts & Estate Planning providers and we are dedicated to helping families to grow, protect and enjoy their wealth. With our unrivalled knowledge of Estate Planning, Lasting Powers of Attorney, Probate, Pensions, Savings & Investments, we can advise on any situation.
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Please Note Office Closed

Our office will be closed all day on Thursday, 26th June, due to essential power supply maintenance being carried out by Scottish Power in the area.

While we won’t be in the office, the Team will still be working from home and checking emails throughout the day. Our main phone line will be diverted to the Team.

We’ll be back in the office as usual on Friday, 27th June.

We apologise for any inconvenience this closure may cause. Thank you so much for your patience and understanding. We truly appreciate it!

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