“[UK] Claiming tax back on donations as a higher rate tax payer with a normal job” by Will Howard🔹

If you: Pay the higher (40%) rate of tax in the UK (earn over £50,271) Don’t fill in a Self Assessment tax return (you pay tax automatically via PAYE) Made donations that you claimed Gift Aid on in this or any of the previous 4 tax yearsYou can claim back 25% of the before-Gift-Aid amount by calling HMRC[1], or writing to them by post[2]. You can also apparently[3] do it via online chat although I haven’t tried this myself.I have personally called twice to report donations, once last year to claim for the previous 3 years, and once for the current tax year. Both times it was surprisingly easy. They just asked for my national insurance number, and the amount donated (before-Gift-Aid). They didn’t even ask for details of the individual donations, although obviously you should keep records of your donations in case you get [...] The original text contained 3 footnotes which were omitted from this narration. --- First published: December 31st, 2024 Source: https://forum.effectivealtruism.org/posts/ScorPECCr9R4Qb6Rz/uk-claiming-tax-back-on-donations-as-a-higher-rate-tax-payer --- Narrated by TYPE III AUDIO.