It’s also common practice for pension trustees and legal advisors to advise clients who make such a transfer to pay Stamp Duty Land Tax (SDLT) on the ‘transaction’. This assumption is based on a flawed understanding of the legislation surrounding these transfers. An assumption that’s been perpetuated throughout the industry for over a decade.

We have instructed one of the leading barristers in the country to assess our findings, and he is in complete agreement with our analysis. We have already made several claims against recent historical transfers of this type and had the clients fully compensated for their losses by HMRC.
We have also undertaken extensive market research taking in some of the country’s largest and most prestigious financial and legal advisors on pension matters. To date, not one of them has given us the correct answer with regards to this issue.

Based on our assessments of the market and estimates of the number of these transfers undertaken, we conservatively estimate that the average size of the loss to individuals is up to £18,000. Some may be down by much more – anywhere up to hundreds of thousands of pounds. This is before factors like interest are taken into account, especially for those who may have made these transfers up to 16 years ago.

We operate on a no win no fee basis. Our initial assessment of your situation is completely free, and if we establish an entitlement to claim, we will agree a fully transparent, one-off fee structure with you. No hidden costs. No additional bells and whistles.

Simply complete the form above and press submit for one of our dedicated team to start looking into your matter. Alternatively, you can call *number* to speak to an adviser who will be happy to answer your questions and start looking into your claim.