How It Works
From first check to final outcome
Your responsibilities
You must provide information that is complete and accurate to the best of your knowledge, tell us about reimbursements or earlier claims, review documents when asked and promptly correct anything that is wrong.
Our responsibilities
We will explain the agreed service, handle your information in line with our privacy notice, identify evidence needed for the review and communicate material updates about your case.
Step 1: Eligibility check
Answer a few questions about your work, expenses, pension contributions and relevant tax years. This helps us understand whether there may be a basis for further review.
Step 2: Service explanation
If we may be able to help, we explain the service, the fees, your responsibilities and the documents required. You can review the information before deciding whether to proceed.
Step 3: Evidence collection
You provide accurate information and available supporting documents. If something important is missing or unclear, we will let you know.
Step 4: Preparation
Our Accountants review the information against the relevant claim requirements and prepare the case where there is a reasonable basis to do so.
Step 5: Submission
Once your tax return has been prepared, we will send it to you for review and approval. After you have confirmed that the information is accurate and approved the return, our accountant will submit it to HMRC on your behalf.
Step 6: HMRC response
HMRC makes the final decision. It may accept the claim, amend it, request more evidence or reject it. We will explain any response received as part of the agreed service.
Check whether you may be due additional relief
If pension contributions received basic-rate relief at source and you paid tax at a higher rate, you may be able to claim further tax relief. The position depends on your taxable income, pension contribution method, contribution amount and the tax year involved.
Not every pension contribution creates an additional claim. Contributions made through net pay or salary sacrifice may already have received the appropriate tax treatment.
Evidence may include:
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Pension contribution statements
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Payslips and P60s
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HMRC income records
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Self Assessment records, where relevant
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Evidence of other taxable income
Disclaimer: Any early figure is an estimate, not a confirmed repayment. A final position requires sufficient evidence and the correct tax calculation.