You can now claim tax relief on your personal and workplace pension payments online

Claiming tax relief on your pension contributions just got simpler! If you pay into a pension scheme and qualify for additional tax relief, you can now apply online through HMRC without filing a full tax return.

If you are:

1. a higher or additional rate taxpayer
2. making personal pension payments or paying in to a workplace pension scheme getting a 20% top up on contributions into your pension pot from the government – “relief at source”

you can now claim your additional tax relief online without the need to submit a tax return.

This service will be available to those claiming tax relief through their tax code.

If you already submit self-assessment tax returns for another reason you will need to continue to claim your relief via this method.

What you will need:

• Your National Insurance number
• The type of pension
• The name of the pension provider
• The net amount of pension contributions for each year you’re claiming for
• Your payroll number or reference number

Follow the below link to sign in with your Government Gateway user ID and password. This method allows you to save your progress and come back later if you need to:

Claim tax relief on your private pension payments – GOV.UK

Once you have made the claim HMRC will review the information provided and contact you within 28 working days.

If you would like any help with this process or to check if you are entitled to additional tax relief on pension contributions please do not hesitate to get in touch with the team.

Give us a call on 01872 267 267, email us contact@whyfield.co.uk, or message us on WhatsApp 0777 49 39 111