Berkshire Wealth - Ascot

liz L.

We recieved two letters from Berkshire Wealth advising us of a possible stamp duty reimbursement, both letters went in the bin !! When we recieved a third letter I rang them and spoke to Lis Casey, she reassured me it wasn't a scam and we did fit the criteria for a tamp duty rebate on the property we had just bought. The process was extremely easy ,I was emailed a list of things I needed from our solicitor regarding the purchase of our house.They sent the information straight back to me and I forwarded it on to Lis. Fast forward 4 months and we were awarded £10,000 less the fee to Berkshire Wealth (1,500.00).
I can honestly say we were flabbergasted at the outcome as we never would have known that this was possible .
Please if you revieve a letter from this company , contact them don't do what we done and bin the first two letters, there is a time limit from purchasing your property to applying for the rebate.
Highly recommend this company

mike W.

Berkshire wealth contacted me regarding a rebate, we supplied the information requested from Berkshire wealth and in turn received a rebate from HMRC, around 6 months later we received a letter from the HMRC stating they have carried out further checks and in fact we were not due a refund, we have now had to repay the rebate plus £2800 interest.
It is now apparent (following lots of research) that Berkshire wealth have "lets try our luck" attitude and hope HMRC don't carry out any further checks.
Thought the whole process Adam has ignored numerous phone calls and emails.
I called Clare daily who repeatedly lied to me about Adams whereabouts, each day the story would change.
Despite there glamorous website, they run out of a small office above a corner shop.
I would highly recommend using a company that carry out the correct checks on your behalf before applying for a rebate otherwise you could be repaying your rebate with interest too.

Rich S.

Berkshire Wealth contacted me to bring my attention to 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 tood care of everything, and I can wholeheartedly recommend the service and resulting outcomes they provided.

mr C.

I received a letter regarding a stamp duty refund
From Berkshire wealth and also 2 other companies, at first I thought this was a con but after research decided to call Berkshire Wealth.

Lis talked me through the process and explained there was no cost unless a rebate was paid so we decided to try. They always kept me informed throughout the process.

Today we received our rebate and are putting in our new kitchen fund.
Thank you Adam and lis for your help.

Please if you get a letter from these call them you have nothing to loose 😃

Ashley A.

Excellent experience 5*****

Adam contacted me by post and when I first called up to have a chat I knew instantly that I was in safe hands. The service was very professional and I was easily able to trust him and his business.

The process was very simple and I received my cheque as he had originally laid out for me.

Lis was equally very helpful and the whole process was very simple from the start to the finish.

I now have a significant rebate just when we needed it and I can not recommend Berkshire Wealth, Adam and his team any higher.

Many thanks

Elliot C.

Don’t ignore their letters!

Many thanks to Liz and Adam for all their efforts! The service has been fantastic and we would highly recommend Berkshire Wealth to anyone that is eligible for a stamp duty rebate.

Many thanks again,
Elliot

David T.

We thought it was a scam!

First thing we did was to phone our financial advisor. He had never heard of the possibility of overpaying stamp duty but asked what it would cost us to make a claim through Berkshire Wealth. We told him no win no fee basis, so he said that we had nothing to lose and to let him know the result.
Next we phoned Lis and agreed to go ahead with the claim. We phoned the estate agent who had sold us this house and the estate agent who had sold our previous house, which also had an annex, neither of them had heard of this potential overpayment of stamp duty. We had to get documents from our own solicitor sent to Berkshire Wealth and I find it incredible that they, being responsible for paying our stamp duty to HMRC, didn’t know the rules governing purchase of a property with an annex. They even had the nerve to ring back and ask if they could try to get the refund for us.
The process took several months but Berkshire Wealth kept us informed throughout and eventually £8500 was transferred to our account.
We can thoroughly recommend Berkshire Wealth.

Stuart E.

Berkshire Wealth helped with a rebate which they initially contacted us about. We are all programmed to ignore "cold" contact from people offering to help us get money since these things are usually too good to be true. In this instance I did some research online to understand if there were grounds to what they were contacting me about and it seemed that actually there might be a case for my refund. I carefully engaged with Berkshire Wealth ensuring that at no time I had to pay for any service and ensure everything was on a no fee no cost basis. I can confirm that today I received the rebate. I guess the message here is to DYOR (do your own research) but don't be afraid to carefully and diligently engage when there might be a case.