Military Pension Reclaims

Your pension may have been taxed incorrectly. We can check.

If you served in the Armed Forces and you're drawing your military pension, there's a chance HMRC has applied the wrong tax code, or taxed pension income that shouldn't be taxed at all. A free check takes minutes.

The Issue

Military pensions and tax: more complicated than it should be.

Military pension arrangements are not straightforward. The Armed Forces Pension Scheme has specific rules around how pension income is paid and taxed, and errors in tax coding are more common than most veterans realise.

Common issues include incorrect emergency tax codes applied at pension commencement, failure to account for tax-free elements of certain pension payments, errors on pension commutation lump sums, and incorrect coding where veterans have multiple income sources.

If you've been taxed incorrectly, you're entitled to claim it back. HMRC won't flag it for you.

Why It Happens

"The systems that administer military pensions and the systems HMRC uses to track tax liabilities don't always talk to each other cleanly. Veterans end up paying for administrative gaps that are not their fault. The only way to fix it is to check the numbers and file a claim."

No Pressure

We check first. If there's nothing to claim, we'll tell you straight. There's no charge for the initial check, and we'll never push you into a claim that isn't there.

Who This Is For

If you served, it's worth checking.

You don't need to be certain there's an error. That's what we're here to find out.

Veterans Drawing a Military Pension

If you're receiving Armed Forces pension payments, we can check whether the tax applied has been correct across previous years.

Recently Retired Personnel

The year of pension commencement is particularly prone to errors: emergency codes, incorrect starting figures, and processing delays all create problems.

Veterans With Other Income

If you work alongside your pension, the interaction between your employment income and pension can result in the wrong tax codes across both sources.

Widows and Beneficiaries

Dependant and widow's pensions from the Armed Forces Pension Scheme can also be subject to incorrect tax treatment. We check these too.

Veterans With Pension Lump Sums

Pension commutation lump sums have specific tax treatment. If yours was taxed when it shouldn't have been, there may be a reclaim available.

Anyone Who's Moved Tax Codes

Tax code changes mid-year or across years are a common source of overpayment. Even small errors compound across multiple years.

How It Works

A free check. No obligation.

We approach this differently to the volume tax reclaim firms you might have seen advertised. We check the numbers carefully before we recommend anything. We tell you the truth about what's there, or what isn't.

There are no upfront costs and no pressure. If we find a reclaim, we'll explain exactly what it is and what we'd charge to pursue it before you decide whether to proceed.

1

Tell us a bit about your situation

When you left service, which scheme you're under, roughly when your pension started. A short conversation is enough.

2

We review your tax position

We look at the tax applied to your pension income (codes, rates, lump sums) and compare it against what should have been applied under the correct rules.

3

We tell you what we find

If there's a reclaim, we'll tell you how much, how far back it goes, and what it would cost to pursue it. Straight answer, no padding.

4

You decide

If you want to proceed, we handle everything with HMRC. If not, there's no charge and no hard feelings.

We take this seriously.

Veterans have given a great deal. The least the system can do is get their tax right. We don't treat military pension reclaims as a volume exercise. Every case gets proper attention from someone who understands the rules.

Get a free check. No obligation.

If there's money owed to you, we'll find it. If there isn't, we'll tell you that too.

Start your free check