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.
Replies (3)
Please login or register to join the discussion.
The limit for claiming over the phone is £10,000. Anything above that you would need to put it in writing