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Posted Mon, 11 Mar 2024 09:49:07 GMT by rabbitking
I am reading conflicting information whether to claim an extra 20% tax relief under SA. Pension contributions is under salary sacrifie. SAYE 22-23 as a higher tax payer has been completed. Tax Scouts calculator advised we are entitled to an additional 20% relieft on pension contributions. Who is correct?
Posted Fri, 15 Mar 2024 12:12:51 GMT by HMRC Admin 19

If you pay into your pension scheme before your employer calculates the tax to deduct from your earnings, then you are receiving tax relief at source and no further relief is due. This would be the case with salary sacrifice.

If you pay into the pension scheme after your income has been taxed, you can claim higher rate tax relief, through a Self Assessment tax return, if you need to complete one, page TR4 of SA100, or in writing, providing supporting evidence of payments from your pension provider.

Thank you.

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