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Reclaim tax on lump sum contribution
Slinky
Posts: 11,273 Forumite
OH has recently made a lump sum contribution to the Civil Service Alpha pension scheme. He's been told by the scheme administrators that he will need to claim the tax back via a tax return. Given that it's several months until the end of the tax year, and it's a five figure sum to reclaim, is there anyway of putting a claim in earlier than waiting until after 5th April next year?
TIA
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Total (1/11/25) £1954.45/£2025 96%
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Comments
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He shouldn’t have to complete a tax return. He’ll need proof of the payments but can claim from HMRC direct.
https://www.gov.uk/guidance/claim-tax-relief-on-your-private-pension-payments
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A quick question on this. If I make two in-year claims on contributions to my SIPP, if asked to complete a self-assessment at year-end, presumably there's something on the return where I inform them that I did make SIPP contributions but that additional tax relief has already been claimed?0
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