Share this content

Effective date of pension contribution

Pension company was instructed to take payment in pre-alignment year, but took it later.

Didn't find your answer?

Client instructed pension company to pay £5k into a private pension on 27/06/15 (in the pre-alignment year), but it was only taken from his bank account on 09/07/15 (in the post-alignment year). As he is limited in the amount he can carry forward from the pre-alignment year, he would prefer the £5k to be treated as having been paid on the earlier date. Is there an argument for treating it in this way?

Replies (4)

Please login or register to join the discussion.

avatar
By andy.partridge
18th May 2018 10:17

Not to my knowledge. I thought payment date was king.

Thanks (1)
Replying to andy.partridge:
avatar
By chatman
18th May 2018 10:37

Thanks Andy.

Thanks (0)
avatar
By airgeadagam
18th May 2018 13:48
Thanks (1)
Replying to airgeadagam:
avatar
By chatman
18th May 2018 14:28

Thanks airgeadagam

Thanks (0)
Share this content