Jacqueline Clezy: Help! I need a refund on my pension contribution

When is a refund allowed?

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Jacqueline Clezy: "Under the self-assessment rules, if a mistake has been made, you can only usually claim a refund up to four years after the end of the tax year it relates to."
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Jacqueline Clezy: "Under the self-assessment rules, if a mistake has been made, you can only usually claim a refund up to four years after the end of the tax year it relates to."

Paying taxes is part of our contribution to society but, writes Jacqueline Clezy, surely nobody wants to make tax-efficient pension provision that turns out to be less efficient than actually planned

The end of the tax year has been and gone, P60s have landed on doormats and, with no changes to the pension tax relief rules, it is now possible to work out accurate relevant earnings - especially so for...

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