Get Expert McCloud Remedy Support
We provide tailored advice on:
- Tax aspects of McCloud Remedy
- NHS pension correction and reporting
- Handling additional tax charges or claiming refunds
- Lifetime allowance and annual allowance.
- Your professional fees reimbursement claim
- Navigating the McCloud Remedy NHS pension process
Thousands of NHS and public service workers are impacted by the McCloud Remedy. If you have received your Remediable Pensions Savings Statement, you have three months to take action.
Speak to our McCloud remedy advisors, who have advised many clients already, to start your tax refund claim.
Who is affected by the McCloud Remedy?
You may be eligible if you:
- Are part of the NHS pension scheme or another public sector scheme
- Were in service before 31 March 2012 and on or after 1 April 2015
- Have taken pension benefits and retired since 1 April 2015
- Are a deferred member returning within five years
Speak to an expert today
Why Choose Azets?
- Trusted by thousands of NHS professionals and civil servants
- Dedicated McCloud remedy support team for both tax and pension advice
- Clear, practical guidance
- Support across England, Scotland, Wales and Northern Ireland
What is the McCloud Judgement?
The McCloud Judgement ruled that changes made to public sector pensions in 2015 were discriminatory. As a result, the McCloud remedy allows eligible members to choose between their legacy or reformed pension schemes for the period from 2015 to 2022.
This decision could significantly affect your pension value, tax liability, and retirement planning.
NHS: Costs claim-back scheme
The Government has agreed a ‘cost claim back scheme’ to enable those affected to reclaim the professional costs in resolving the 2 key areas – a check on whether a refund or tax liability has arisen and that the value of your pension is correct.
For an accountancy tax position check, the fee compensation is capped at £1,000 (inc. VAT), and for work carried out by an IFA, the limit is £500 (inc. VAT). In addition at Azets, we have our own trusted IFA business, Azets Wealth Management and can advise on both aspects.