Tax relief on Pensions since 2000

paysa_2

Hi,

My husband is a higher rate tax payer but has not been claiming tax relief on his pension contrubutions since his 1st tax return in 2000. It is possible to get it from 2000 or have we lost it all?

so annoyed that he missed it out, but can understand as pensions are complicated tax is complicated and the two together is :mad:

Thanks
Kanta

dunstonh

He should have been declaring his pension contributions on his tax return. There is a box on there for it. That is all there is to it.

If he has missed this on his tax returns or didnt complete the return, he can make the revenue aware of this and the dates and amounts involved back to 2000.

Cook_County

The answer is every so slightly more complicated.

1. If he has not been issued with tax returns he should file them now claiming the relief.
2. If he has filed tax returns and has overlooked the claim he needs to make an "error or mistake" claim to have the returns repaired.

Debt_Free_Chick

What type of pension does he pay into? Is it a scheme run by his employer, with contributions deducted from pay? Or is it a "private" pension, with contributions paid from his bank account?

paysa_2

It is a personal pension run by Standard Life on behalf of the employer. Thus it is not deducted before pay. This is th confusion he had had and hence did not add it to his tax return.

His company did a bad job explaining the tax relief part too.