EIM15422 - Non-approved schemes: receipts excluded from charge: general


A receipt from a non-approved retirement benefits scheme which is otherwise chargeable under Section 394 ITEPA 2003 (see EIM15401 and EIM15421) may nevertheless be excluded from charge.

See the following guidance:

 

Receipt from non-approved scheme (see EIM15400)

Prior employer contributions

EIM15423

Prior employee contributions

EIM15424

Small lump sums where no other pension scheme

EIM15425


For examples see EIM15438.