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taxadvisor.uk
taxadvisor.uk, Chartered Certified Accountant
Category: Tax
Satisfied Customers: 4983
Experience:  FCCA - over 35 years experience as a qualified accountant (UK based Practitioner)
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Pension lump sum high rate of tax, am a non tax payer income

Resolved Question:

Pension lump sum high rate of tax, am a non tax payer income under £1000.00. How do I get some of it back?
Submitted: 2 years ago.
Category: Tax
Expert:  taxadvisor.uk replied 2 years ago.
Hello and welcome to the site. Thank you for your question.

Please advise what tax form have you received?

Many thanks
Customer: replied 2 years ago.

Tax Rebate Form &Deed of Assignment.

Expert:  taxadvisor.uk replied 2 years ago.
Lynda, thank you for your prompt reply.

You have stated that you are a non taxpayer. If you think you are entitled to a repayment, you should complete Form R40 - Claim for repayment of tax deducted from savings and investments.


I think you are referring to a form issued by a third party who would liaise with HMRC to determine your entitlement. This will cost you for the service.


You can download the form from HMRC website here
https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/419506/R40_M__internet_v2.0.pdf


More information on this can be found here

https://www.gov.uk/government/publications/income-tax-claim-for-repayment-of-tax-deducted-from-savings-and-investments-r40


I hope this is helpful and answers your question.

If you have any other questions, please ask me before you rate my service – I’ll be happy to respond.



Customer: replied 2 years ago.

Do you have the address to send it to.

Expert:  taxadvisor.uk replied 2 years ago.

Thank you for your reply.

Use form R40 to claim back tax if you think you’ve paid too much on savings interest.

If you have employment, occupational pension, Incapacity Benefit, Employment Support Allowance or Job Seekers Allowance please send your completed R40 form to:

HM Revenue and Customs
PAYE and Self Assessment
BX9 1AS
United Kingdom

For other repayment requests send your completed R40 form to the following address:

HM Revenue and Customs
Leicester and Northants (Claims)
Saxon House
1 Causeway Lane
Leicester
LE1 4AA

You stated that you have tax on pension lump sum, I would send the form to Leicester address.

Please retain a copy for reference.

I hope this is helpful and answers your question.

taxadvisor.uk and other Tax Specialists are ready to help you
Expert:  taxadvisor.uk replied 2 years ago.
I thank you for accepting my answer.

Best wishes.