Closed Tax Advisors
garth alger
posted on Thursday 7 April 2022
expired on Thursday 21 April 2022
B6, Bromsgrove, Worcestershire
My wife passed away recently, and she had a defined benefit pension with M&S. I decided to take a lump sum, this was under £30K and was taxed at source. I have looked on HMRC website, which states that a defined benefit pension should not be subject to taxation. My was under 75 when she died. I have been in contact with HMRC, and they have stated that this pension is classed as Trivial commutation lump sum death benefit. I have received confirmation from M&S that her pension was Defined Benefit. I would appreciate your advice (which I will pay for). If this is worth pursuing, especially as the amount of tax deducted was nearly £6K Yours Garth Alger
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