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Pension Claim Form

HAVE YOU OVERPAID TAX ON YOUR PENSION WITHDRAWAL?

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The highest refund to date is
£7,919.51*
 *This figure is based on the highest pension-related refund recovered so far. Your actual refund amount may differ.

If you have recently withdrawn from your Pension Pot, you may be due a tax refund. Please complete the form below, and one of our tax consultants will get in touch with you.

1 Personal Details
Please complete your application below
Have you recently withdrawn from your pension pot?
When did you withdraw from your Pension?
Unfortunately we are unable to assist you
Do you currently have any funds left in your pension pot?
Have you received income from paid employment?In the last 12 months, since your pension withdrawal
Do you receive any taxable benefits from this employer?eg company car or medical insurance
Do you receive regular monthly income from a pension?In the last 12 months, since your pension withdrawal
Have you received any state benefits?In the last 12 months, since your pension withdrawal
Have you received over £200 of interest on UK saving?
Have you received any other income? eg property income, foreign income
Do you expect to receive any profit from being self-employed?
Have you received any dividends from UK companies?In the year of your pension withdrawal
Have you made any Gift Aid Payments?In the year of your pension withdrawal
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