HMRC advise taxpayers to “Use the online service or form P55 to reclaim an overpayment of tax when you’ve flexibly accessed part of your pension pot”.
The P55 repayment claim forms have been updated for 2023-24.
Related content from Claritax Books
Pension Tax Guide is a thorough and practical guide to the complexities of the UK pension rules, and to the part they play in legitimate tax planning. Suitable for accountants, tax specialists and other finance professionals, the book is written by Katharine Lindley, a client director with EQ Investors.
