Archive Website of the UK government

Please note that this website has a UK government accesskeys system.

Archive brought to you by Cross Stitch UK

Main menu

Wednesday, 3 October 2023

Money, tax and benefits

Money, tax and benefits

Tax refunds and reclaiming overpaid tax

Reclaiming tax if you've overpaid through your job

How to claim a refund if you think you've paid too much tax on your employment or self-employment income

Claim back tax if you've had too much deducted from your pension

How to make a claim if you've paid too much tax on your pension, retirement annuity in previous years

Correcting your tax return and claiming any refund

How to claim a tax refund or correct underpayments for current and earlier years under Self Assessment

Claiming a tax refund when you stop work

Check if you're entitled to a refund if you stop working, retire or return to studying and how to claim if a refund is due

Claiming back overpaid National Insurance contributions

How to make a claim if you think you've overpaid or wrongly paid National Insurance contributions and time limits for claiming

Claiming back Income Tax on behalf of someone who has died

When a tax refund may be due following the death of a spouse, partner or person you represent, including how to claim

Getting tax-free interest on savings or claiming tax back

If you don't pay tax because your income is low, you can get your savings interest tax-free

Reclaiming tax on purchased life annuity income

Purchased life annuity income has tax deducted before it is paid - if you're on a low income you may be due a refund

Understanding your tax refund

Why you've received your tax refund, what to do if it's wrong and more...

Access keys