Call HMRC for Claiming Pension Tax Relief

Kalashnikov

i only have this data from my pension providers portal.

i guess these numbers are total values my contribution plus theirs.

25 Apr 2017 Your Employer's regular contribution 584.91
30 May 2017 Your Employer's regular contribution 606.72
16 Jun 2017 Your Employer's regular contribution 606.72
19 Jul 2017 Your Employer's regular contribution 606.72
25 Aug 2017 Your Employer's regular contribution 606.72
22 Sep 2017 Your Employer's regular contribution 606.72
20 Oct 2017 Your Employer's regular contribution 606.72
09 Nov 2017 Your Employer's regular contribution 606.72
18 Dec 2017 Your Employer's regular contribution 606.72
23 Jan 2018 Your Employer's regular contribution 606.72
26 Feb 2018 Your Employer's regular contribution 606.72
15 Mar 2018 Your Employer's regular contribution 606.72

TOTAL FY 7258.83

is this what i quote them for each year.

BoGoF

Kalashnikov wrote: »

i only have this data from my pension providers portal.

i guess these numbers are total values my contribution plus theirs.

25 Apr 2017 Your Employer's regular contribution 584.91
30 May 2017 Your Employer's regular contribution 606.72
16 Jun 2017 Your Employer's regular contribution 606.72
19 Jul 2017 Your Employer's regular contribution 606.72
25 Aug 2017 Your Employer's regular contribution 606.72
22 Sep 2017 Your Employer's regular contribution 606.72
20 Oct 2017 Your Employer's regular contribution 606.72
09 Nov 2017 Your Employer's regular contribution 606.72
18 Dec 2017 Your Employer's regular contribution 606.72
23 Jan 2018 Your Employer's regular contribution 606.72
26 Feb 2018 Your Employer's regular contribution 606.72
15 Mar 2018 Your Employer's regular contribution 606.72

TOTAL FY 7258.83

is this what i quote them for each year.

That is no use.....it doesn't state how much you paid, just your employers contribution.

Did you actually pay any personal contributions?

NB if this was salary sacrifice there is nothing further for you to claim

Kalashnikov

yes i made a contribution

but trying to find out how much as mine and my employers, as per above. its all lumped together.

also still trying to ascertain if it was salary sacrifice.

if i pm you two of my old payslips would you will be to confirm either way ?

thanks

pantaiema

Does anyone have an example or link to an example of a letter asking for tax relief on pension that they could send? Thanks

slateyback

So if you are a higher rate tax payer, what is it that you can claim back the extra tax relief on? I guess it's just the contributions that you have made, not anything that your employer pays in?

For example, on my pension statement it says:
    March 16.    Employer    £155.00
    March 16.    Employee   £206.60
    March 16.    Tax relief    £51.60

I guess the £51.60 is the standard rate relief?
So is it the £206.60 each month that I can make the claim on?

Thanks.

Dazed_and_C0nfused

No.  Your gross contribution is £258.20.

This amount increases your basic rate tax band by £258.20 which can mean you pay less 40% tax and more 20% tax.

It does not mean you are guaranteed to get an extra £51.60.

slateyback

Thanks for the reply DandC. I bet this is simple once you get used to it!

Just to check I've understood.

On my payslip it says that my deduction for my pension is £206.60.
The pension company then claims the basic relief for me which is the £51.60 making my total contribution £258.20.

So if I make a claim over the phone to HMRC do I tell them the monthly amount of £206.60 or the £258.20 which has already had the basic relief added to it?

Thanks again.

Dazed_and_C0nfused

£258.20, making it clear that that is the gross amount of a relief at source contribution.

But you really need to tell them four things at this time of year.

Gross amount you expect to contribute in the 2020:21 tax year

Gross amount you expect to contribute in the 2021:22 tax year

Estimated taxable pay (the amount you will see on your P60) for 2020:21
Estimated taxable pay (the amount you will see on your P60) for 2021:22