Backdating planning

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If you don't agree with our decision you can ask us to look at it again.

You will also need to consider two other things from a legal perspective.

You need to tell us the period you want it backdated for and give full details of why your claim was late.

We will look at your reason for wanting your claim to be backdated and we will write to you with our decision.

Secondly, the transfer may trigger liabilities, such as where the relevant group companies participated in a defined benefit pension scheme.

Even though the transaction may have already happened in substance, it’s important to find out what the other legal consequences may be, so that steps can be taken to mitigate the risks.

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