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crystallised

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have to fill form in for hrmc asking  amount crystallised i had alump sum of 101881.35 so is it 407525.40

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  • handful
    handful Posts: 568 Forumite
    Part of the Furniture 500 Posts Name Dropper Combo Breaker
    I would think so if you took 25% TFC?

  • coyrls
    coyrls Posts: 2,508 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    edited 27 October 2023 at 3:27PM
    Your pension provider should have provided this information to you when you took your lump sum.
  • Linton
    Linton Posts: 18,185 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    patsy43 said:
    have to fill form in for hrmc asking  amount crystallised i had alump sum of 101881.35 so is it 407525.40
    If your tax free 25% lump sum was £101881 then the crystallised part would have been the 75% ie 3 X £101881.

    Whether that is what HMRC want I dont know, perhaps it is more likely to be he current value.
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