Working Together: Dealing with R40 cases

HMRC’s June issue of Working Together (Issue 35) includes a useful summary of key points in relation to R40 Claims cases.

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kdbr | | Permalink

Leicester now seem to be absolving themselves of responsibility where miniscule pensions are involved, asking for form to go to PAYE district. If that is right can we get UTR and submit by FBI for immediate repayment, (or 90 day security delay)? If annuity is of the PLA variety apparently we are supposed to report as if it were bank interest!