Pension Tax Relief for Higher Rate Payer

Pension Tax Relief for Higher Rate Payer

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I am getting very mixed answers from HMRC. If I'm claiming for tax relief what is the exact process for tax relief in the current tax year and previous tax years. What is the cut off point where clients needs to write in rather than calling up? This is assuming the client is not under self assessment and is making it from after tax pay (i.e. relief at source)

Some are saying callup, some say write in, some say do self assessment and shockingly some don't undestand what tax relief for pension is. I am also sure there is an amount (whether that is the gross pension contribution or tax relief claiming for) before you need to write in. HMRC staff are under trained to follow their own guidance.

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By Krusty
20th Jul 2018 11:36

The limit for claiming over the phone is £10,000. Anything above that you would need to put it in writing

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Replying to Krusty:
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By taxiboy
20th Jul 2018 16:00

Krusty wrote:

The limit for claiming over the phone is £10,000. Anything above that you would need to put it in writing

Thanks for your reply.

Is that £10k in tax relief or £10k in gross pension contribution?

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By Marion Hayes
22nd Jul 2018 09:06

I think that is the coding adjustment they can make without a written claim.

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