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Posted Sat, 04 Nov 2023 11:10:06 GMT by mfritz
Hello, I'm a 40% rate payer and employed. My pension pot is funded monthly with a part coming from my employer and the other from the salary sacrifice scheme. However, last year I decided to put some extra money into my pension pot with my own funds. I could see that I had 20% tax relief on that lump sum straight away. However, my question is, can I claim the other 20% tax relief back on that lump sum? If so do I have to do a self assessment? Thanks
Posted Wed, 15 Nov 2023 06:46:40 GMT by HMRC Admin 25 Response
Hi mfritz,
Yes, you can claim the additional relief if the pension contributions were from your net income.
You can check if you need to file a Self Assessment here:
Check if you need to send a Self Assessment tax return
If you do not meet the criteria then you would need to contact HMRC with the pension payment details to review
Income Tax: general enquiries
Thank you, 

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