HMRC - how long for refunds at the moment?
in Cutting tax
19 replies 755 views
in Cutting tax
I wrote to HMRC to claim tax relief on pension contributions at start of May. I called them to chase up at start of August and they confirmed they had my letter and that I should receive response by end August but nothing back so far. Just wondering what others experiences are like at the moment before I embark on another phone call and being on hold for an hour+.
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And is this higher rate tax relief on "relief at source" contributions or was it a gross payment with no tax relief at all when it was paid?
I did the same last few tax years and took around 6-8 weeks for refund to come through (even during Covid). Taking much longer this time.
Have you done the sums to see if any additional relief is due?
One other thing to add is that I did switch to a sal sacrifice scheme at the very end of the tax year, perhaps this makes it a more complicated case for them and takes longer for them to calculate but I would have thought a fairly common occurrence for them.
It means you aren't contributing to the pension, you are agreeing to a lower salary in return for larger employer contributions. As they are employer contributions there is no tax relief due.
They simply reduce your taxable pay, so potentially also reducing any higher rate tax relief due on your relief at source contributions made in the same tax year.
Not sure why there would be such a delay in responding.
This will give you a date when you should expect a reply