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Claiming overpaid tax from pension payments

My client is in the higher tax rate band and he hasn't claimed any overpaid tax for over 5 years.

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He doesn't have to complete a self assessment so what is the best way to claim it back?

He has paid pension via a company and also contributed into a personal pension?

I am seeing him today to get all paperwork but wanted to understand what the proceedure was for claiming it back? and how I get authorisation with HMRC to work on his behalf?

Thanks in advance

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By Matrix
19th Dec 2018 09:07

You can either register him for self-assessment or send in a 64-8 with his NI number or call HMRC together and give them the personal pension contributions so they can issue a tax refund. I expect they will take the 2017-18 over the phone but you will need to ask about the earlier years.

You will need to add up the company and pension contributions and check they are within the thresholds for relief.

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19th Dec 2018 09:09

Suzanne, the simplest way is probably to just write to his local tax office with details of the pension contributions made and enclose a copy of your 64-8 authority form with it.

You would have until 5th April 2019 to claim for the 2014/15 tax year.

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By Matrix
to gainsborough
19th Dec 2018 09:22

Local tax office? All letters go to the address for SA now which is just the postcode.

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to Matrix
19th Dec 2018 09:42

I would usually send to the tax office of the client's main employment as he is not in SA....Got a quicker response than sending to the main address when I last did this.

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19th Dec 2018 09:43

Does he also receive the State Pension ?

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19th Dec 2018 14:36

thanks everyone, going to see client this evening, so will find out if also gets state pension

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19th Dec 2018 14:58

Do let us know the result. I've lost touch with the numbers of pensioners who think that the State Pension is either tax free or paid after tax has been deducted

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By Matrix
to bernard michael
19th Dec 2018 15:09

I thought the taxpayer had contributed into schemes not received pension income?

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19th Dec 2018 15:13

State pension ???

Is this about pension contributions which he has paid ? Net of basic rate tax but he's due higher rate relief ?

I see nothing to suggest that this taxpayer is receiving a pension of any kind.

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19th Dec 2018 15:18

Just adding to the OP's queries

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