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JPin
Forumite 54 posts
Hi All,
I have been trying to help a widow whose husband passed away in 2018. Her husband had a military pension that passed to his wife. The widow had the option of £40 per month or to take the lump sum of £11k, she was advised that only being on a state pension would be except of any tax. However, when the payment was made it was for less than £8k with a considerable amount of tax taken off. The lady has contacted HRMS who advised to go to the MOD who passed her to a sub-department who didn't reply. Is there a way to properly investigate this for the widow?
Thanks in advance
I have been trying to help a widow whose husband passed away in 2018. Her husband had a military pension that passed to his wife. The widow had the option of £40 per month or to take the lump sum of £11k, she was advised that only being on a state pension would be except of any tax. However, when the payment was made it was for less than £8k with a considerable amount of tax taken off. The lady has contacted HRMS who advised to go to the MOD who passed her to a sub-department who didn't reply. Is there a way to properly investigate this for the widow?
Thanks in advance
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Replies
Not sure why she was informed that the whole amount would be tax free - assuming her personal tax code is 1250, she will pay tax on the excess over the total of £11K plus her State pension.
She needs to complete HMRC form P53 to request the refund of overpaid tax.