You Could Have Overpaid Tax On Your Pension Withdrawal.
We check your pension withdrawal tax, prepare the reclaim, and handle everything with HMRC.
- No upfront cost — our fee only applies if HMRC approves a refund
- Most claims take 6–12 weeks depending on HMRC processing times
- Suitable if you have flexibly accessed your pension (drawdown)
Start Your Pension Tax Refund
Free Eligibility Check
Answer a few simple questions so we can see if you may have overpaid tax.
We Handle The Paperwork
We manage all required documents and submissions from start to finish.
Receive Your Refund
Once HMRC has reviewed your claim, approved refunds are released.
Simple 3 Step Process
Frequently Asked Questions
We’ve answered some of the most common questions about how our process works and what to expect.
How long does it take to receive my funds?
Timeframes vary depending on the authority and the type of claim:
HMRC refunds typically take 2–8 weeks once processed.
Business Rates refunds or reductions depend on the local council’s assessment timeline.
We’ll update you at each step.
How will I receive my refund?
Where allowed, we request the refund or saving to be paid to us using a nomination / deed of assignment.
This allows us to deduct our agreed service fee and transfer the remaining balance to you automatically.
If the authority does not accept nomination or assignment, the refund or saving will be paid directly to you.
In that case, we simply invoice for our service fee once funds have been received.
For a full breakdown of payment processes and applicable fees, please refer to our Terms and Conditions.
Do I need to pay anything upfront?
No. There are no upfront costs to start your claim or audit.
You have a 14-day cooling-off period from the date you sign our agreement.
If you cancel within those 14 days, you won’t be charged anything.
After the 14-day cooling-off period:
An administration fee may be charged to cover work already carried out, and
If the claim/audit has already been submitted to HMRC or the local authority, the full success fee remains enforceable, even if you later choose to withdraw.
For full details, please refer to our Terms and Conditions.
What is your fee?
Our fee is success-based and clearly explained before you proceed.
Our standard fee is 32.5% of any refund or saving, plus VAT (39% total).
There are no upfront costs, and the fee is only payable once your refund, saving, or adjustment has been successfully processed.
For Business Rates Audits, if a reduction or refund is approved, the fee is applied to the saving or refund amount.
Full details on fees, cooling-off rights, nominations/assignments, and cancellation policy are set out in our Terms and Conditions.
Am I guaranteed funds?
Not everyone will be eligible. That’s why we carry out a quick check first.
What information do you need from me?
Just a few basics so we can confirm who you are and check eligibility. We guide you step by step.
Typically this includes:
Pension Tax Refunds: National Insurance number, contact details, date of birth, and brief employment/pension details.
Business Rates Audit: Business name, trading address, ratepayer status, and your council account number (from a recent bill).
We only ask for what’s necessary, and your data is handled securely and confidentially.
Do I need to use Crownstead Services ?
No — you are not required to use Crownstead.
You can make a claim or submit an audit request directly to HMRC or your local council at no cost.
You do not need to use a third-party company to recover or request a refund from HMRC, a pension provider, or any other financial institution — you can contact these organisations directly for free.
Crownstead Services is a private company and is not affiliated with HMRC or any government department. Our role is to assist clients in identifying potential refunds, preparing the required documentation, managing communication with the authority or provider, and progressing claims through to completion.
A success fee of 32.5% + VAT (39% total) is only applied once a refund, saving, or payment has been successfully secured. You have a 14-day cooling-off period during which you may cancel without charge. After this period, if work has begun, an administration fee may apply in line with our Terms & Conditions.
For income- or marriage-related tax claims, if HMRC issues the entitlement as an adjustment to your tax code or a reduction to your tax bill rather than as a direct refund, our success fee will still apply based on the value of the saving or adjustment.
This does not apply to Pension Tax Refunds, which are always paid directly once approved. Tax-code adjustments are not used for this claim type.
For full details, please see our Terms & Conditions.
Crownstead Services Ltd is a company registered in England and Wales (No. 16677170).
Phone : 0113 4032675 | Email : Info@crownstead.co.uk
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