Stamp Duty, - solic...
 

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[Closed] Stamp Duty, - solicitors have messed up

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My mum has just bought a house, completed, moved in, paid all solicitors fees.

She got a call a few days ago, from the solicitor, saying the solicitors miscalculated the stamp duty, and my mum owes them 5k. The solicitors only calculated it at the lower rate, but as the house was over 240k, or whatever the threshold is, she has under charged them by 5k, and can she have it please?

Legally, where does my mum stand? The solicitor has paid the stamp duty in full out of her own pocket, after she realised the mistake.

Cheers


 
Posted : 19/12/2013 9:56 am
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The stamp duty threshold for 3% is 250k,if she has bought a house for more than that then legally she has to pay up. Very basic mistake from the sols, bad mouth them to everyone you know.


 
Posted : 19/12/2013 9:59 am
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Why does the legality matter? Is she trying to get out of paying what she owes?


 
Posted : 19/12/2013 9:59 am
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No way to get out of this.


 
Posted : 19/12/2013 10:00 am
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I think the OPs point is that the solicitor has made the error they should stand it. His mum paid what they asked for now they want more
Yes the duty must be paid, who pays is the question


 
Posted : 19/12/2013 10:04 am
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Trying to rip off a solicitor is probably not going to end well.


 
Posted : 19/12/2013 10:04 am
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Well firstly double check the calculation yourself. Your mum owes the money even if the solicitor made a mistake. House conveyancing now is very cheap, it's not surprising more mistakes are being made as I cannot see the solicitors spending much time on each transaction.

[rant]
Stamp duty was originally introduced for high value homes but it's been extended to cover most now. The way it works is robbery (as higher rates are payable on whole property price not just the amount over the threshold) and the higher rates 5% and 7% are some of the highest in the world.
Anyone who is advocating an annual "mansion tax" needs to understand sooner or later everyone will be paying it
[/rant]


 
Posted : 19/12/2013 10:05 am
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Go to the ombudsmen raise a complaint, you might be able to negotiate a discount or staged payments. It's a very basic error that shouldn't of happened.


 
Posted : 19/12/2013 10:14 am
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Discount on SDLT?

DREAM ON!


 
Posted : 19/12/2013 10:17 am
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Go to the ombudsmen raise a complaint, you might be able to negotiate a discount or staged payments.

Stamp duty goes to the government and the solicitors are just the collectors, so good luck with trying to get a discount.
To be honest (and with the greatest respect) "your mum" has made a very basic mistake if she didn't give full consideration to the stamp duty payable - it's easier to work out than the cost of removals!
She has to pay I'm afraid - no choice.


 
Posted : 19/12/2013 10:20 am
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According to the OP the correct stamp duty has been paid to the government so they won't care, this is the solicitor trying to claim back the money back from her. Aruging the toss about a discount or staged payments might not be such a terrible idea. Having said that, she does owe the money and it was an honest mistake by the solicitor who has already gone a bit above an beyond by stumping up the the cash herself rather than saying, "opps you can't have your knew house unless you pay me another £5k" so I'd say pay up.


 
Posted : 19/12/2013 10:26 am
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thanks all,

my mum isn't trying to get out of paying it, shes 70, and is just a little bit suspicious that's all.

I agree i seems a very very basic mistake, that's why I asked the question. To get a call, saying you owe us another 5k isn't really on, IMO.


 
Posted : 19/12/2013 10:28 am
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To get a call, saying you owe us another 5k isn't really on, IMO.

The alternative was a solicitors letter. Phone call was pretty decent I say


 
Posted : 19/12/2013 10:29 am
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If I was buying a house I'd know exactly how much I had to pay in stamp duty before I made the purchase - wouldn't everyone do that?

Your mum must have noticed the stamp duty figure was lower than expected surely?


 
Posted : 19/12/2013 10:30 am
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The fact its stamp duty seems irrelevant.

Its a billing error, same as if you'd been undercharged for electricity or another service. I'm pretty sure theres very little way of getting out of it but you might be able to negotiate a monthly payment.


 
Posted : 19/12/2013 10:32 am
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Gary M, you don't know my mum 🙂

cheers all, I'll tell her STW has spoken, and she needs to write a cheque!


 
Posted : 19/12/2013 10:32 am
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If it were me I would be trying to negotiate with the solicitor - it was their dreadful mistake. After all, as has been said, she paid what she was asked to pay.

And if a solicitor doesn't even know the correct stamp duty rate (above £250,000 it is 3% BTW) then what else have they missed?

No idea where she stands legally though - but if she had a bill saying you owe Y and she paid it, then they say, no it's Z, then I question whether or not they do have a leg to stand on. After all, if you bought something in a shop at the price agreed then they asked for more you'd tell them to jog on.


 
Posted : 19/12/2013 10:32 am
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If they have messed up the calculation once, I would want to see the original calculation and the revised calculation with an explanation as to why the first one is incorrect and why the second one is correct before paying over any money. Especially for an amount running into the thousands...


 
Posted : 19/12/2013 11:21 am
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This

If they have messed up the calculation once, I would want to see the original calculation and the revised calculation with an explanation as to why the first one is incorrect and why the second one is correct before paying over any money. Especially for an amount running into the thousands...


 
Posted : 19/12/2013 11:25 am
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Stamp duty goes to the government and the solicitors are just the collectors, so good luck with trying to get a discount.

The stamp duty has been paid. HMRC does not give a shit.

The solicitors had been absolutely useless. They have made a billing mistake of several thousand pounds on a fundamental of a house purchase. Personally, I would consider that incompetence.
They should at least be willing to offer some form of compensation,or "discount",for their mistake. at the very least I would expect the chance to make staged payments.


 
Posted : 19/12/2013 11:27 am
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they do have both calculations, they're briniging them round to mine tonight...


 
Posted : 19/12/2013 11:28 am
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The solicitor has paid your mum's tax bill for your mum rather than leave your mum to get chased by the government. They and your mum have clearly made an error re the stamp duty she owed for which your mum is less to blame than them.

I would double check their figures then ask for some repayment terms.

I did have a more worrying thought about this which does not seem applicable from your post. If you are not happy about the figures or payments made re stamp duty post again and I or no doubt someone else will venture an opinion.


 
Posted : 19/12/2013 12:08 pm
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Its not as if the solicitor has paid the full stamp duty 'out of the goodness of their own heart'. They'd have paid it as part of the move, just like making sure the funds from the sale go to the relevant seller/mortgage provider etc. etc. so they won't have done you a 'favour' by paying it.

Presumably someone with some mathematical skills has double checked the whole transation later on and found the error.

Bet they managed to calculate their own fees correctly....


 
Posted : 19/12/2013 12:43 pm
 cb
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Seems under control if they are bring the calcs to you. The money is owed assuming the numbers stack up but I'd be hinting that they could drop a bunch of flowers over for being so stoopid. To your mum, not you!


 
Posted : 19/12/2013 1:14 pm
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thanks all for your opinions and advice,

I'll check the statements tonight and see what they say...

Cheers all


 
Posted : 19/12/2013 1:18 pm
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I'd seriously be concidering telling them to jog on (after legal advice :D).

She'll have paperwork and invoices from them, all paid in full? Their cock up their problem. I work in the oil and gas industry quoting some fairly large and complex jobs, if I get it wrong then the company has to stand the loss, I make sure I don't get it wrong.


 
Posted : 19/12/2013 1:23 pm
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I thought everyone knew you pay £249,999 every time?

Can you not go back and agree to change it to that even if you give them £1 for the curtains or something? Last time we dis this, you always paid the max you can for curtains, carpets, appliances etc just to lessen the property value

C


 
Posted : 19/12/2013 1:23 pm
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Can you not go back and agree to change it to that even if you give them £1 for the curtains or something? Last time we dis this, you always paid the max you can for curtains, carpets, appliances etc just to lessen the property value

Nothing like a bit of tax evasion. 🙂

Apportionments have to be fair and justifiable. Would you want to sign a tax return for a house at £250,000 with £20,000 curtains?

I have some sympathy for the solicitor - they will be dealing with SDLT day in day out at 1% and forgot that this one should be 3%. At the end of the day, it is a tax which is due by a purchaser so the OP's mother needs to cough up and should have been aware of her tax liability before entering into the transaction.

The solicitor has paid the full tax so that the title can be registered, otherwise the purchaser (and the solicitor) would have been stuffed.

The honourable thing to do for the purchaser is to stump up the cash. If there is genuine hardship and the funds aren't available, then I'd be asking the solicitor if they would mind instalments though. I can't see them refusing that given their error.


 
Posted : 19/12/2013 1:37 pm
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pixelmix - Member
I have some sympathy for the solicitor - they will be dealing with SDLT day in day out at 1% and forgot that this one should be 3%. At the end of the day, it is a tax which is due by a purchaser so the OP's mother needs to cough up and should have been aware of her tax liability before entering into the transaction.

The solicitor has paid the full tax so that the title can be registered, otherwise the purchaser (and the solicitor) would have been stuffed.

The honourable thing to do for the purchaser is to stump up the cash. If there is genuine hardship and the funds aren't available, then I'd be asking the solicitor if they would mind instalments though. I can't see them refusing that given their error.

I don't, he's (she?) been paid to supply a service, the customer shouldn't then have to double check everything has been carried out correctly. Not everyone want's to or is confident to sort it out themselves, I know my own Gran wouldn't have been. Funnily enough that's why you employ someone professionally qualified, solicitor should suck it up, tbh I'm amazed they had the gall to bring up such a basic error on their part.

As said above, bet they got their fee spot on.


 
Posted : 19/12/2013 3:33 pm
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The solicitor has paid your mum's tax bill for your mum rather than leave your mum to get chased by the government

The only reason the solicitor paid the bill is they know they messed up big time and don't wont to be sued themselves.

After all you can't re-bill a client after they've paid what you said they owed you.

The whole reason you pay a solicitor is to get this right the first time. The responsibility is on them.


 
Posted : 19/12/2013 4:06 pm
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[i]To be honest (and with the greatest respect) "your mum" has made a very basic mistake if she didn't give full consideration to the stamp duty payable - it's easier to work out than the cost of removals![/i]

Do you keep a dog and bark yourself?


 
Posted : 19/12/2013 4:14 pm
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I can't see why there is even a discussion on this. Stamp Duty isn't exactly a new concept and she must have known that it would be due. If there is no doubt about the value for the house then that cost should have been taken into consideration during the purchase. This isn't an unfair or hidden charge so there is no moral reason for her not to pay it. Why would she/you try to wriggle out of her responsibilities on account of someone elses mistake?


 
Posted : 19/12/2013 4:17 pm
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and she must have known that it would be due.

Err, and so should the solicitor. The solicitor has much more reason and responsibility to know about it and to be able to calculate it correctly.

And she knew she had paid Stamp Duty (at 1%) so perhaps she (quite legitimately) assumed she had paid what was due. After all, I know for a fact my wife didn't know what rate and at what value it is charged at when we bought a house earlier this year. Had she trusted someone to do it for her, the same would have happened to her.


 
Posted : 19/12/2013 4:24 pm
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I thought everyone knew you pay £249,999 every time?

You can pay £250,000.00 and pay 1%, it's only at £250,000.01 you pay 3%!

How much was your mum's house OP - 'calculations' shouldn't be needed. It's fingers and toes maths!


 
Posted : 19/12/2013 4:43 pm
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[quote=johndoh ] The solicitor has much more reason and responsibility to know about it and to be able to calculate it correctly.
I beg to differ. Are you suggesting that ignorance of the law is an alibi?


 
Posted : 19/12/2013 4:59 pm
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I beg to differ. Are you suggesting that ignorance of the law is an alibi?

To a large extent, yes. She paid someone to complete the purchase on her behalf. That person made a cock-up.

If you sent your car to the garage to fix a puncture then the wheel fell off on the way home, who would be at fault? You for not checking the wheel nuts had been tightened or the garage for not doing their job correctly - albeit an error rather than deliberate.


 
Posted : 19/12/2013 5:05 pm
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Ask them to confirm in writing what is required and why.
If you're not happy then follow up by writing to them formally to complain - on the basis that you engaged them to conduct a professional service and their final settlement statement was incorrect.

I knew someone that a similar thing happened to (although there was a greater degree of incompetence) and a partial fee reduction and a repayment plan was agreed. The solicitor will be aware that taking the buyer/client to court for the money could result in a repayment plan in any case, so it should be a pragmatic solution to agree something without resorting to this. Clearly the solicitor will be out-of-pocket for a period, but that may encourage them to apply better quality control to what they do in future.

If they get funny about it then just ask about their complaint escalation process (which should eventually lead to the ombudsman).


 
Posted : 19/12/2013 5:12 pm
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Are you suggesting that ignorance of the law is an alibi?

And I should add - it isn't clear that she was ignorant of the law, rather that she trusted the solicitor to do the calculations correctly (and subsequently pay on her behalf) in order to complete the purchase.


 
Posted : 19/12/2013 5:42 pm
 iolo
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To the OP, has everything else they've regards this sale been checked?
We don't want [s]you[/s] your mother caught out again
It sounds like they got their coveyancing qualifications from a christmas cracker.
Name and shame


 
Posted : 19/12/2013 5:51 pm
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Not this lot I hope...

http://www.bbc.co.uk/news/uk-england-essex-25428757


 
Posted : 19/12/2013 6:13 pm
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Name and shame, check their invoice, but you have to pay up.


 
Posted : 19/12/2013 6:21 pm
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Are you suggesting that ignorance of the law is an alibi?

Possibly the most amusing question in the history of legal enquiry.


 
Posted : 19/12/2013 6:22 pm
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Unless the OP's mother would not have bought a house at all if she had known the true cost of the SDLT it is unclear what she has lost.


 
Posted : 19/12/2013 6:34 pm
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BigDummy - Member
Are you suggesting that ignorance of the law is an alibi?
Possibly the most amusing question in the history of legal enquiry.

+1 🙂


 
Posted : 19/12/2013 6:51 pm
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Dickyboy that was in essence my fear but from the ops post i decided not likely.


 
Posted : 19/12/2013 8:52 pm
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you have to wonder sometimes.. the tax is due, sure the solicitor was in error about the amount but its still due that she continued with the transaction so your mum could move in by paying with thier own cash seems more than fair.

that STWbarrackroomlawyers feel mum should be due compensashun and staged payments is exactly why all proffessional fees are on the increase. your old mum looked around for the best value solicitor they made a genuine error in her tax liability if you pay someone 500 quid to deal with over a quarter of a million on your behalf stuff goes wrong..


 
Posted : 20/12/2013 6:36 am
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your old mum looked around for the best value solicitor

Do you know this? Perhaps she went for the most expensive one thinking they were better, or one recommended to her. I haven't seen anything to suggest she went to the cheapest (unless I have missed something of course).


 
Posted : 20/12/2013 9:42 am
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totalshell - Solicitors are a regulated professional body. They are required to perform to a certain standard.

What would of happened if the mistake had been in the other direction and the OP's mother hadn't noticed?

that STWbarrackroomlawyers feel mum should be due compensashun and staged payments is exactly why all proffessional fees are on the increase.

Why shouldn't they offer compensation?

They charge a hourly rate which should reflect the standard of their services. They have absolutely failed to provide the service they were contracted to provide. House sales and purchase are very stressful when they go smoothly, never mind getting a bill for several thousand pounds a few weeks after completion.


 
Posted : 20/12/2013 9:47 am
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So professional negligence is OK if your rates are cheap?

I think it goes back to what someone said above about verifying her genuine loss. Probably nothing as she would have bought the house anyway and the asset has not lost any value due to the negligence.


 
Posted : 20/12/2013 10:00 am
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totalshell - Member

you have to wonder sometimes.. the tax is due, sure the solicitor was in error about the amount but its still due that she continued with the transaction so your mum could move in by paying with thier own cash seems more than fair.

that STWbarrackroomlawyers feel mum should be due compensashun and staged payments is exactly why all proffessional fees are on the increase. your old mum looked around for the best value solicitor they made a genuine error in her tax liability if you pay someone 500 quid to deal with over a quarter of a million on your behalf stuff goes wrong..

There isn't a chance in hell the solicitor would have continued with the transaction if they had realised their mistake prior to completion, they'd have stopped immediately.

If I pay a professional to do a job, I expect them to do it. If they get it wrong then I expect them to sort it.


 
Posted : 20/12/2013 1:48 pm
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£5k is the difference between stamp duty on a house going from £249,999 and £250,000 so it seems obvious that that either the price was £250,000 and the solicitor forgot the stamp duty threshold amd to suggest reducing it by a pound to save £5k(unthinkable) or they got the tea lady to do the contract.

The only way I can conceive that this could take place is if the someone had worked it all out on 249,999 to avoid the threshold and then someone rounded the numbers up without noticing, bumping it into the 3%. I can't imagine there's any other way this situation could manifest itself.

Whatever happened, if it's their mistake, it's their cost. Suck it up.


 
Posted : 20/12/2013 2:05 pm
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Speeder, you're wrong. The limit is £250,000.00 for 1%

£250,000.01 invokes the next stamp duty level i.e. 3%


 
Posted : 20/12/2013 2:25 pm
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Of course, the question becomes whether the OP's mum would have paid that price for the house if she had been correctly advised of the resulting impact on stamp duty payable, which could well bring it into the area of professional negligence rather than just a simple billing error.

perhaps a useful bargaining chip in the discussion...


 
Posted : 20/12/2013 2:31 pm
 Pook
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Speeder - it's anything over 250k. Not inclusive of 250k on the dot.


 
Posted : 20/12/2013 2:41 pm
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Stamp Duty rates are:
£0 to £125,000 - 0%
£125,001 to £250,000 - 1%
£250,001 to £500,000 - 3%
£500,001 to £1,000,000 - 4%
from [url= https://www.gov.uk/stamp-duty-land-tax-rates ]Gov.uk[/url]

If the purchase price was £250,000 then the Stamp duty due is £2500.00
If the purchase price was £250,001 then the Stamp Duty due is £7500.03

If it was due (i.e their calculations are correct), just pay it to the solicitor and live with a clear conscience.
I personally do not know anyone who does not make a mistake occasionally.


 
Posted : 20/12/2013 2:54 pm
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OP, don't think you've posted it but putting the purchase price up would be useful for anyone helping (unless your not comfortable with this). Presume if difference is 5k then it can't be far over £250k anyway.


 
Posted : 20/12/2013 2:55 pm
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Alternatively use the [url= http://sdccalculator.hmrc.gov.uk/SDLPMain.aspx ]SDLT calculator[/url] if you want to keep the purchase price private. The difference in SDLT for a house at £250k and just above £250k is £5k.

As already said above, this begs the question of whether the OP's mum would have paid that price for the house if she had been correctly advised in the first instance of the resulting impact on stamp duty payable.


 
Posted : 21/12/2013 10:03 am
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So i was a pound out - the argument still stands that the error lies with the solicitor and they should suck it up.

No-one sells a house for between 250000 and 275000 for exactly this reason and I find it inconceivable that this could be a "mistake".


 
Posted : 22/12/2013 8:12 pm
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We just sold ours for £265k...


 
Posted : 22/12/2013 8:19 pm
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Surely when you bid for a house that is done between you and the seller , normally through the estate agent . When you have an accepted bid you then instruct solicitors to act on your behalf . You then have a form to fill in which includes purchase price . While it would have been nice of the solicitor to have informed you that a slightly lower bid would have saved £5000 I don't think they have a legal duty to do so .


 
Posted : 22/12/2013 8:36 pm
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Speeder - Member

the error lies with the solicitor and they should suck it up.

So you're saying that if a third party makes a mistake over who owes who £5k they should foot the difference?

Prepared to die by the sword on that statement?


 
Posted : 22/12/2013 8:37 pm
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If I screwed up on a job, I wouldn't expect my client to pay .


 
Posted : 22/12/2013 8:39 pm
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would this not be covered under their professional indemnity insurance?


 
Posted : 22/12/2013 8:41 pm
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sorry all, been away from this for a few days...

so, the solicitors, it's complicated. it's a family firm, husband and wife, with a woman doing part time freelance work for them, the part time woman did this sale. They were recommended, but (and this is what raised my suspicions) the wife has died, and the husband is closing the firm. I thought the woman may be pulling a fast one...

house was circa 280k. they've paid 1%, and had 5700 to pay after the cock up, but the solicitor has taken the 700 quid off as a good will gesture, so they owe 5k.

I was round today, but a big lunch and a coup[e of bottles of wine meant I was was in no mood to look over their records and invoices. They are in contact with the firm owner...


 
Posted : 22/12/2013 8:49 pm
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Their cock up - their problem.
It's not up to you when you instruct a solicitor to undertake something like this you are paying them for their expertise and knowledge.
Exactly the same as an accountant or similar - they do the sums, inform HMRC, etc so their issue.


 
Posted : 22/12/2013 8:54 pm
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Still LOLing at this, as if the solicitors now owe the SDLT!


 
Posted : 22/12/2013 9:02 pm
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Cynic-al - LOLing so much you haven't read it properly?

The solicitors *paid* the stamp duty (they don't owe it). But they are taking the piss asking for it back.

At the end of the day, the HMRC have their dough so they are happy so it comes down to an argument between a a client and a supplier.


 
Posted : 22/12/2013 9:10 pm
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It's not whether they solicitors owe it or not - the solicitors are the ones responsible for informing you of the amount due in their professional capacity and paying it over as part of the contract.
They get the calculation wrong it is professional indemnity - the same as if I get it wrong with regards to advice/services to a client.
The fact they got the calculation right on one side and wrong on the other again - is THEIR fault.


 
Posted : 22/12/2013 9:13 pm
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Look guys I've been a solicitor and learnt at least this much:

No one bar the tax payer is due to pay their tax
Solicitors never pay anything they are not due!

PI insurance are you kidding me?


 
Posted : 22/12/2013 9:28 pm
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Well the solicitors have paid it haven't they ?

Were you a better solicitor than you are a reader of English?


 
Posted : 22/12/2013 9:35 pm
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They have paid it...because they have a cast iron claim against the vendor.

The £700 discount is a good deal, take it.


 
Posted : 22/12/2013 9:37 pm
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So when did you see the estimates and invoices on this purchase cynic-al?


 
Posted : 22/12/2013 9:39 pm
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Same time you did?


 
Posted : 22/12/2013 9:42 pm
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From what I have read they solicitors screwed up and paid the SD now are trying to get it back.

You seem to think that a solicitor can screw up and ask for their money back.

If the money was still owed to HMRC you might have a point but it isn't.


 
Posted : 22/12/2013 9:50 pm
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What's the correct moral thing to do? I'd pay no question.


 
Posted : 22/12/2013 10:15 pm
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I am sure if your accountant makes a mistake on your tax bill he has to pay your tax for you same if your employer gets your paye wrong they have to pay your income tax for a year.

Professional indemnity insurance is for when someone has lost out as a result of negligence not for when they have gained a financial advantage by getting extra time to bay their tax .

The good will gesture is a good one.

Like the idea above that an officer of the court is negligent if they don't fiddle the figures on a sale to help you defraud the tax man by 5 k.


 
Posted : 22/12/2013 11:15 pm
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Let's see how it turns out John


 
Posted : 22/12/2013 11:18 pm
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I wouldn't - you ask solicitor to do X, solicitor does X and says that will be £Y
Pay £Y and then solicitor comes back and says "oops we made a booboo... Can we have £Z?"
Errr NO! Should've checked before asking for £Y
If you issue an invoice against a price quoted then that stands legally - can't change it without unilateral agreement.


 
Posted : 22/12/2013 11:18 pm
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The solicitor actually quotes x his fee plus y dispersments . His fee x has not changed the y is always variable as it is outside the solicitor's controll . Are you seriously suggesting that if stamp duty was reduced after the quote and before completion the solicitor would get to keep the extra?


 
Posted : 22/12/2013 11:23 pm
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Some weird ethics on here! Or very muddy thinking.

Put it in a slightly different context....

You employ an accountant to do your tax return - they charge £1000 to do the work and initially work out the income tax you are due is £10K which you pay. A few days later they comes back to you cap in hand and say very sorry we ballsed up, the actual figure was £20K. We paid the extra out of our own pocket to make sure you made the 31st Jan deadline and could we have the extra £10K please. Because we have cocked up we'll halve our fee and knock that off what you still owe so that's £9.5K please.

You might be miffed that they cocked up but only a very odd person would think it right(morally or legally) not to pay the extra you owed back to the accountant. I see no difference in this conveyancing case.

Thinking about it this minor inconvenience has actually saved her £700 - happy days!


 
Posted : 22/12/2013 11:43 pm
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