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TonyTax
TonyTax, Tax Consultant
Category: Tax
Satisfied Customers: 15940
Experience:  Inc Tax, CGT, Corp Tax, IHT, VAT.
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I have received a Triviality Cash Lump Sum relating to a Serco

Customer Question

I have received a Triviality Cash Lump Sum relating to a Serco pension & life assurance scheme. The taxable gross amount was £9546.30 and I received a cheque for £7097.73. How can I claim any tax refund due to me. My final tax code for y.e. was 108P. Many thanks.
Submitted: 2 years ago.
Category: Tax
Expert:  TonyTax replied 2 years ago.
Hi.

Complete the form P53 here to make a claim for a tax repayment. You can either submit the claim online or complete the form on screen and then prinit it so that you can post it to HMRC.

I hope this helps but let me know if you have any further questions.