SIPP Tax Relief
Author
Discussion

superpp

Original Poster:

541 posts

223 months

Wednesday 29th April
quotequote all
My wife opened and deposited a lump sum into a SIPP back in February.

The tax relief has now been added, but we're not sure if this counts towards the annual allowance within this tax year or last year (when it was triggered/requested).

Can someone please confirm which tax year the relief counts towards?

worsy

6,532 posts

200 months

Wednesday 29th April
quotequote all
In last tax year. You should receive / can request a letter from your provider detailing the deposit so you can claim higher rate relief if applicable.

superpp

Original Poster:

541 posts

223 months

Wednesday 29th April
quotequote all
Thanks for the quick reply.