ESC

Click the "allow" button if you want to receive important news and updates from immigrationboards.com


Immigrationboards.com: Immigration, work visa and work permit discussion board

Welcome to immigrationboards.com!

Login Register Do not show

Spouse ILR. Ltd company financial year different to SA302 year

Only for queries regarding Indefinite Leave to Remain (ILR). Please use the EU Settlement Scheme forum for queries about settled status under Appendix EU

Moderators: Casa, John, ChetanOjha, archigabe, CR001, push, JAJ, ca.funke, Amber, zimba, vinny, Obie, EUsmileWEallsmile, batleykhan, meself2, geriatrix

Locked
Laowai73
Newly Registered
Posts: 3
Joined: Mon Oct 15, 2018 1:30 pm
United Kingdom

Spouse ILR. Ltd company financial year different to SA302 year

Post by Laowai73 » Mon Oct 15, 2018 2:19 pm

Hi folks

I'm new here and have searched fairly thoroughly through this forum and elsewhere online to find the answers I need but, alas, I can't find any discussion relevant to my situation. I really hope someone here can help.

My situation in brief:

1. I'm British, sponsoring my non-EU spouse for ILR. We have 3 British kids. We have all the documents we need with only the income requirement posing a problem.
2. In the past 12 months I've worked: as a salaried employee in a permanent position; a salaried employee for a limited company which I am the 100% owner of; a salaried employee for another company in a temporary (2 months) position; and as a self-employed hourly paid worker (very briefly). My spouse started full-time work a month ago earning 12k (yes, well under minimum wage but that's another discussion).
3. I've earned over £18600 in the past 12 months and any rolling 12-month period since 2013 (the year my wife entered)
4. My limited company has just completed 12 months' trading so I will soon be able to provide the 'full financial year' company documentation required.

The problem is this: My company's first financial year runs Sept 2017 to Sept 2018, but the SA302 self-assessment document HAS to be for the tax year which runs April to April.

Section 9.3.4 states:

If a person has different financial years, e.g. because they are both self-employed and a director or other employee (or both) of a specified limited company, their income from the self-assessment tax return and Company Tax Return financial years cannot be combined to meet the financial requirement. Including income from differently based financial years would not be a fair or accurate way of calculating a person’s annual income. This restriction also applies where a person and their partner have income based on different financial years: the application must rely on both partners’ eligible income in the same financial year(s).

I can understand the reason for this ruling but it leaves me in a terrible situation because I need to rely on both salaried and self-employed (as a director/employee of my own company) income in order to demonstrate I've earned over £18,600.

Does anyone know of a way around this? I'm devastated because until a few days ago I thought we would be fine on the income side of things, and now, having drilled deep into the rules, it seems that we are not :(

Laowai73
Newly Registered
Posts: 3
Joined: Mon Oct 15, 2018 1:30 pm
United Kingdom

Re: Spouse ILR. Ltd company financial year different to SA302 year

Post by Laowai73 » Tue Oct 16, 2018 12:52 pm

So, I managed to get some informal advice from an immigration lawyer which was really positive.
Apparently the SA302 does not necessarily have to run April to April, as per the tax year. Instead, I need to get my accountant to produce their version of the SA302 to match my company accounting period, and include a letter explaining why I can't produce the April to April SA302.

This goes against other things I've read online, but it provides a glimmer of hope for sure.

I'm still hoping someone else here has some advice and experience which might reinforce this but in the meantime I'll press on under the assumption that this will work!

Locked