A checklist of commonly missed personal tax reliefs with letters to claim higher-rate relief on personal pension contributions and Gift Aid donations outside Self Assessment, backdate Marriage Allowance, and claim employment expenses and professional subscriptions – with time limits.
Letters to HMRC & personal tax
Claiming Personal Tax Reliefs – Marriage Allowance, Pension, Gift Aid and Work Expenses
About this document
Many taxpayers miss out on reliefs they are entitled to – particularly higher-rate taxpayers who pay into personal pensions or give to charity, couples where one partner earns below the Personal Allowance, and employees who pay for work expenses or professional fees. This checklist and these letters help you claim them, including for earlier years.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Letters to HMRC & personal tax
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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