11th May 2015

Royal London: Emergency tax and lump sum withdrawals

“Royal London - Emergency tax and lump sum withdrawals: Fiona Tait provides a handy explanation of when emergency tax applies to lump sum withdrawals and how to get it back”

The timely newsletter 68 was published by HMRC at the beginning of April, nearly a whole week ahead of the implementation of some of the changes it covers.

One of the details not previously available was confirmation of the process for reclaiming overpaid tax following lump sum withdrawal from a pension plan.

Our pension expert Fiona Tait provides a handy explanation of when emergency tax applies to lump sum withdrawals and how to get it back on our website.

Pensions, Tax, Trust & ISA

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