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How to claim back tax from HMRC if you make a pension contribution and are a higher or additional rate tax payer

  1. Establish if you contribute into a 'relief at source' pension. If it is a 'net pay' scheme you won’t be able to apply for it
  2. Login to Government Gateway or call HMRC and claim for up to the last 4 years. This can also be done through your self assessment tax return. Gross figures need to be given and an adjustment to your tax code will ensue.

 

FOR INVESTMENT ADVICE REGARDING YOUR PENSION OR OTHER INVESTMENTS PLEASE CONTACT Elliott Wilson ACSI DipPFS AF3

 

While we keep information on the website as up to date and as accurate as possible, the information on this website does not form part of our advice process. Cambridge Pensions Ltd cannot accept any liability for any decisions made by a client or member of the general public based on any information contained on this website. The value of your investments can go down as well as up and you may get back less than has been paid in.


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