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Claiming gift aid tax relief on previous tax year (higher rate PAYE)

Good morning,

Before I call HMRC for the 3rd time, can anyone please help by confirming whether I can claim gift aid as a PAYE higher rate tax payer for the 2024/25 tax year?

I have been pushed into the higher bracket due to unearned interest. This was by about £1,570. I made a donation of £1,300 to a charity using savings on 21st November 2025.

I have done some research and it seems that a simple call to HMRC will allow me to extend my basic rate tax band for 24/25 by £1,625 (£1,300 grossed up 25%) thus returning me to a basic rate payer and reduce my tax bill for last year.

The problem is that I have now spoken with two advisors who say this is not possible.

Can anyone confirm if HMRC is correct?

To confirm I am a PAYE person - which i think gives me until 31st Jan 2026 to make a claim.

Thank you for your time and words of wisdom 

Comments

  • NorthYorkie
    NorthYorkie Posts: 231 Forumite
    100 Posts Third Anniversary Name Dropper
    You made the donation in tax year 25/26. There is no facility to carry it back to 24/25
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