Reclaiming Tax for My Grandad

stevros

Hello

My Grandad has two pensions a state pension and a Commercial Union Pension
He has just been told that he has been paying too much tax on his commercial union pension as his cirumstances have changed. he has all the forms to claim some of the tax back from the last few years. But one of the questions on his form is how much state pension have you received over a certain period of time.

Is there an easy way of seeing how much state pension a person has been paid?

Any help would be appreciated

regards

Stevros

margaretclare

He gets a letter at the start of every tax year telling how much his pension will be per week.

HTH

Margaret

stevros

Thankyou,

where would he be able to get the information though if he had misplaced the letter?
I need to sit down and have a proper chat with him to see excatly what paper work he's got

Cheers
Stevros

dunstonh

where would he be able to get the information though if he had misplaced the letter?

The insurance companies can supply the information. In this case he needs to ask Norwich Union.

stevros

hi sorry i should have made it clearer in my question

He needs to know how much state pension he has received over the last 3 years

Regards

Stephen

margaretclare

This will be on his bank statements.

Margaret

testertrev

Hi
Had a similar situation with my uncle (he was on an emergency tax code following his retirement hence paying too much tax). Spoke directly to his local HMRC enquiry office who were extremely helpful, they calculated all his income (state benefits and his occupational scheme benefits) and recalculated the tax for him, I don't think he actually sent any paperwork it was all done over the phone. Net result was a nice cheque, so give them a ring.

HTH :beer: