We're aware that some users are experiencing technical issues which the team are working to resolve. See the Community Noticeboard for more info. Thank you for your patience.
📨 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!

When can you claim a tax rebate

Options
I retired in July this year and have since claimed a small pension pot that I had through the company.

Obviously I paid tax from April to July and also on the pension pot but I will not use my yearly tax free entitlement between now and next April as I will just have my state pension coming in each month.


I will be due a tax rebate but do I have to wait till the end of the tax year to claim it?

Comments

  • dori2o
    dori2o Posts: 8,150 Forumite
    Part of the Furniture 1,000 Posts
    swingaloo wrote: »
    I retired in July this year and have since claimed a small pension pot that I had through the company.

    Obviously I paid tax from April to July and also on the pension pot but I will not use my yearly tax free entitlement between now and next April as I will just have my state pension coming in each month.


    I will be due a tax rebate but do I have to wait till the end of the tax year to claim it?

    Go online to the Gov. Uk website and fill in the P53z to claim your refund.
    [SIZE=-1]To equate judgement and wisdom with occupation is at best . . . insulting.
    [/SIZE]
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
  • 350.9K Banking & Borrowing
  • 253.1K Reduce Debt & Boost Income
  • 453.5K Spending & Discounts
  • 243.9K Work, Benefits & Business
  • 598.8K Mortgages, Homes & Bills
  • 176.9K Life & Family
  • 257.2K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 37.6K 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.