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Pensions and Claiming tax relief

HELP!Someone please explain in english how I go about claiming tax relief if I am a higher rate tax payer?The financial advisor gave me a form, but I have also been told I need to do a self-assessment at tax year end. Finally, I have been told just to call the tax office! Can someone clarify? And what information will they need?Thanks from a grateful higher-rate tax paying novice..

Comments

  • jem16
    jem16 Posts: 19,845 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    If this is a personal pension you claim the extra tax relief via your tax return. If you don't already complete a tax return then a simple phone call to HMRC may be enough.

    If it's a company pension where your contributions are taken from gross salary you already have full tax relief at source.
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