When you retire, you might have a mix of incomes, including the State Pension, occupational pensions, and part-time work. These incomes are taxed differently. Understanding how it works and getting organised can help you stay on top of your tax.
It might sound daunting, so we have information about what you need to do – and where to go if you need help.
Find out how tax is taken from your State Pension and what you need to do.
Find out how to pay tax if you cash in your pension pot.
Get information on how to pay tax when you take flexible pension payments.
Find out how to pay tax on incomes alongside your State Pension, like private pensions or earnings.
Find out if you need complete Self Assessment and what to do if you get a letter about Simple Assessment.
Find out what to do if you think you’ve overpaid your pension tax.
There is plenty of help available if you’re struggling with tax and pensions, from our helpline to government support.
Sorting things out after someone dies can feel overwhelming. Managing even everyday tasks while you’re grieving, can be very difficult. Tax is often the last thing you want to think about.
This booklet is a simple checklist to guide you through the common tax tasks that arise when someone dies.
