Pension Scheme Returns
13/04/2024
With the start of the new tax year, we would like to remind you that one of our duties as your Scheme Administrator is to complete a Pension Scheme Return for HM Revenue & Customs (HMRC).
The Pension Scheme Returns we file between now and 31 January 2024 remain as they always have. However, for the new tax year (2024/25), the requirements of HMRC are changing and they will be requesting much more detailed information from us.
In the months ahead, as we understand the full extent of the information HMRC require, we may be in touch with you if we are missing any specific details about your scheme, its investments and fund movements, especially if we took over the administration of your SSAS from another provider.
We would appreciate your assistance in providing us with any information where necessary.
For more information, click here to read our latest mailshot: