All higher rate tax payers should complete an annual self assessment tax return. If they have paid into a personal pension scheme and have not completed a return or have not declared their pension contributions then they are due a rebate on all qualifying contributions.

Example:

Unclaimed pension contributions in last 6 tax years	£24,000
Rebate	£4,320
Tax Refund Commission	£864
Value of tax rebate retained	£3456

Customers: 35yrs+, earning £30k+, have paid into pension in last 6 years

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Tax Rebate Case Studies

Please view the case studies below to see what tax rebates you could enjoy.

• Higher Rate Tax Payer Pension
• Pre 1988 Pension
• Borrowed Money To Loan To A Business
• Let Out Property
• Sold A Second Property
• Unclaimed Travel / Work Expenses
• Emergency Tax & Part Year
• Self-Employed / More Than 1 Source Of Income