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Posted Fri, 29 Dec 2023 12:19:54 GMT by
Are there any restrictions if I transfer my SIPP to another provider (through a cash transfer) in the same tax year as the contribution was made? While I don't believe it makes a difference, I would like confirmation on whether utilising carry-forward quotas from previous years has any tax-related implications when transitioning to another provider.
Posted Tue, 09 Jan 2024 12:41:52 GMT by HMRC Admin 19 Response
Hi,

You can see guidance here:

Transferring your pension

Thank you.

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