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As a result, these individuals may only get a refund when they eventually fill in their tax return - which could happen a full year later. There are currently no figures available for the
amounts which have been refunded in this way. Individuals do not have to fill in a form to get a refund, but they can claim back tax HMRC owes on a small pension lump sum using the online
P53 or P53Z forms if they want the money back quicker. Sir Steve, partner at LCP, said: “It remains a quiet scandal that tens of thousands of people every year have to fill in forms to get
back tax from HMRC which they should never have had to pay in the first place. “It may be convenient for HMRC to overtax people and then force them to fill in forms to get their money
back, but it is hardly putting the customer first.