I argued until I was blue that the previous advisor had taken me through the whole process and said they were entitled to get the accrued tax refunded using Form EIM 74103 because they shouldn’t have been taxed because they had not earned anything. He even helped me to fill in the forms but this woman said he wouldn’t have done that!!!
She ended up putting the phone down when I persisted in asking her to justify why they shouldn’t get the tax back.
Its highly annoying when hmrc staff act like that - i would always say if you dont really trust what the person is saying then you are unfortunately better off ringing off and trying again from scratch with advisor 2 - its not ideal but if you have been unlucky enough to get a rogue one then trying again may work.
So my recommendation would be to ring back and give it a second go- it may help if you/they have access to both records so that thehmrc advisor can see what worked for daughter one.
Note there is a chance the first advisor did something wrong - even if that is the case your original questions still applies and iwouldnt presume you cant do what you are trying to do justbecause something was done wrong (despiteteh fact i dont know the full technical answer)
taxaid are deffo worth a try but they mayhave limited firepower
I may be able to find out chapter and verse answer to your question but i am hoping someone who knows this area better than me can quickly advise whether your fisrt advised route was right.