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In this episode, Ed GP, chartered accountant and tax advisor) and Andy Pow (specialist medical accountant with 30+ years advising doctors) break down everything employed NHS doctors need to know about claiming tax relief on their work expenses — including the latest changes following the BMA–government agreement.
What's covered:
- Which expenses qualify for tax relief: GMC fees, BMA membership, medical defence/indemnity, Royal College fees, NHS pension contributions, and eligible travel
- The HMRC "wholly, exclusively and necessarily" test — and why it rules out CPD, conferences, and courses like ALS/ATLS
- How much you could get back: up to 40% of qualifying expenses if you're a higher-rate taxpayer
- Claiming for up to 4 previous tax years — you can go back to April 2022
- New for English resident doctors: Exam fees reimbursed from April 2026; Royal College membership and portfolio fees from April 2027 — and what this means for your tax claim
- How to make a claim via your HMRC Personal Tax Account (and the new step you can't miss to actually receive your refund)
- When you need to file a Self Assessment return instead
Download the Medics' Money Doctor's Tax Rebate Guide (30,000+ downloads) — link above.
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Disclaimer:
The information provided in this content is for educational and informational purposes only and does not constitute financial advice. You should not rely on this content as a substitute for professional advice tailored to your specific financial situation. The value of your investments can go down as well as up. Past performance is not indicative of future results.
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