Wondered if you can help me
Client not under self asessment. Took out pension as a lump sum and pension provider deducted 40% tax in year 2016-17. He doesn't have any other income apart from disability benefits which is not taxable.
Would he need to complete a self assessment as I thought HMRC would have sent out a P800 notifying overpayment of tax.
Replies (4)
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If it's for 2016/17 then I'd contact HMRC to ask for the year to be reconciled, saves the need for P53 if they hold details of the pension already