Self Assessment: Pensions - Advice Sought

Self Assessment: Pensions - Advice Sought

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fergus

Original Poster:

6,430 posts

277 months

Tuesday 2nd January 2018
quotequote all
I have a couple of questions for those with Self Assessment experience relating to SIPP pension contributions:

1) assuming my pension contributions for the most recent tax year have gone over my allowance, where do I indicate that I am using up some of the previous 3 years worth of allowances?

2) if I contribute to a SIPP outside of my employers scheme, how/where do I claim the additional tax relief on this (i.e. which specific section of the SA form do I use for this)?
2.1) would I enter the amount I contribute to the SIPP, or this amount with the basic rate relief added (i.e. net or gross)?

Many thanks in advance.