Claiming 20% tax from pension contributions

[MrsFrugal]

My DH pays 40% tax on 10k of his salary. He also pays into a workplace pension, to claim the extra 20% tax relief does he need to fill in a self assessment yearly? He has claimed previous years and received a cheque and a change in his tax code buy we are now unsure if this is something we do yearly
Many thanks

in the UK? yes

He should get either a cheque or a change in tax code. The point of the tax code change is that you get the additional 20% tax relief immediately. So do you mean he backclaimed one year and got his tax code set up correctly for the next? If so, nothing more to do.

Does this always apply to workplace pensions for higher rate tax payers? Including salary sacrifice schemes?

I pay most of my salary that is eligible for 40% tax onto AVCs at my work and they sort out all of the tax side. I upped my AVCs after a bonus in September (that was heavily taxed at 40%) and I am now paying -£43 tax each month until April to balance it out!

Does his work place not sort it out for him or is he investing in a private pension after tax is deducted?

Are the pension contributions made by salary sacrifice or a net pay arrangement?

If it’s salary sacrifice - you don’t need to do anything as all the relief is given at source.

If net pay - you can write to HMRC after the end of the tax year to confirm how much you paid into the pension and they will work out how much tax is due back. They may update your tax code for the current tax year based on the contributions for the previous year.

Yes in the Uk

Yes we weren't aware of it so he claimed back a couple of years. We're just not sure if this is something we need to actively claim each tax year

No its a workplace pension, so 20% tax relief is automatically applied, the rest needs to be claimed from HMRC, unless we up the AVCs which we hope to do in the future