As a trustee how do I obtain a self-assessment return form SA970?
A. Usually the Inspector of Taxes will issue the return to you. If not, then you should contact the tax office that normally deals with the pension scheme’s tax affairs. If that is not known or you have not previously had contact with a tax office you should ring your local tax office. If you provide them with the pension scheme details they will try and locate the correct office for you. If that does not work then if you give them the name of the sponsoring employer and the registered office address they will be able to tell you which office should deal with the scheme. The pension scheme should normally be dealt with in the same office as that dealing with employers corporation tax liability.
