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Better to claim additional rate tax relief on self-assessment or by contacting HMRC direct?

Practical Issues
mahirst
Posts: 1
Joined: March 7th, 2024, 9:07 am

Better to claim additional rate tax relief on self-assessment or by contacting HMRC direct?

#660875

Postby mahirst » April 22nd, 2024, 7:31 pm

Hello folks,

I am looking for some advice on the above.

I have a substantial amount of AR tax relief to claim back from HMRC as I used the 3-year carry back rules to top up contributions to my SIPP.

My company doesn't normally produce P60s until late May, so it feels like I should really grab the money as quickly as possibly and invest/save, given current high interest rates, etc.

Any advice please? Thanks

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