Self assessment and HRT relief on pensions

Dazed_and_C0nfused

chockydavid1983 said:

Ah I see, thank you!

But you still need to include the contributions on your Self Assessment return as your tax code will just be allowing relief on a provisional basis, it's your tax return which finalises things.

chockydavid1983

Yes, that makes sense. My contributions will probably vary year to year (trending up overall).

Albermarle

chockydavid1983 said:

Yes, that makes sense. My contributions will probably vary year to year (trending up overall).

If you have a personal tax account on line, it is easy to go in and request a change of tax code during the year ( assuming you have a valid reason to do so like a significant change in pension contributions) 

chockydavid1983

I do yes and I'll make a note to do that in future, thank you!