Higher Rate tax relief on Pension

Hi, I earn over £60k and increased contributions to my NEST(RAS) pension to around £5k in total. Because its after tax, I understand I can claim back 20% of the tax on that money. Which section of the online form do I use to claim back the tax relief? And am I able to get that money paid as a lump sum, rather than a change in my tax code next year. Thanks for your help

Hi
On the SA100, you would enter the gross figure (your payment into the pension scheme plus 20% claimed by the pension provider) in box 1 of page TR4 in SA100.  When tailoring your online tax return, please navigate to page 3 of 3 and tick yes to "Did you make contributions towards a personal pension or retirement annuity? This does not include payments you make to your employer's pension scheme, which are deducted from your pay" and save and continue.  In the new section "Personal pensions and retirement annuities", enter your gross figure in the box "Payments to registered pension schemes (also known as PPR) where basic rate tax relief will be claimed by your pension provider (called 'relief at source'). Enter the payments and basic rate tax".

Hi there, I'm also trying to achieve the above however I believe I need to first register for a Self Assessment Tax Return. When I do, there is no option which is relevant to me as I simply want to apply for tax relief on my pension. Can you confirm how I can submit a SA100 in this case. Thanks, Simone

Hi Simone Inskip,
If you would like to claim Higher Rate tax relief, but do not have any other Self Assessment criteria, you do not need to submit a tax return.
Instead, call or write to us here:
Income Tax: general enquiries
We can process your claim, or advise you further on what details and evidence you need to submit.
Thank you.