Pension Tax 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:

• Pension contribution statements

• Payslips and P60s

• HMRC income records

• Self Assessment records, where relevant

• Evidence of other taxable income