We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide

Tax relief on added pension

Hi

I have just bought some added pension using a lump sum and have received a letter saying to reclaim the tax on this via HMRC.

What is the simplest way to do this?

I don't normally fill in a tax return form.

Is there a deadline for me to do this by and will I lose my tax relief if not done by this date

Thanks

Comments

  • CLAPTON
    CLAPTON Posts: 41,865 Forumite
    10,000 Posts Combo Breaker
    penwise wrote: »
    Hi

    I have just bought some added pension using a lump sum and have received a letter saying to reclaim the tax on this via HMRC.

    What is the simplest way to do this?

    I don't normally fill in a tax return form.

    Is there a deadline for me to do this by and will I lose my tax relief if not done by this date

    Thanks

    it is normally sufficient to write them a letter with some statement from the pension company (keep copies of course); otherwise phone them

    you have 4 years to do so but no reason to wait that long
  • penwise
    penwise Posts: 398 Forumite
    I've been Money Tipped!
    Thanks Clapton for answering so quickly
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 354.1K Banking & Borrowing
  • 254.3K Reduce Debt & Boost Income
  • 455.3K Spending & Discounts
  • 247.1K Work, Benefits & Business
  • 603.7K Mortgages, Homes & Bills
  • 178.3K Life & Family
  • 261.2K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.