Grant Blakey: Watch out for new rules on tax relief reclaims

Contribution refunds

Grant Blakey: "The key message is, get as much information as possible together before you tell the scheme administrator of the excess."
Grant Blakey: "The key message is, get as much information as possible together before you tell the scheme administrator of the excess."
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A new tax charge on excess tax relief reclaims marks a good point to review the rules around contribution refunds and tax relief eligibility, writes Grant Blakey.

One change that took effect from the start of the current tax year and has largely slipped under the radar creates new deadlines for repaying tax relief when too much has been claimed. This will generally...

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