We can help you understand what tax you will pay and when and help you calculate whether a tax refund is due. Our tax advice is tailored to your specific circumstances.

We can also advise on tax implications following bereavement.

Our advice is not limited to pensions: we can explain what tax is deducted from your pension AND check your other entitlements such as Marriage Allowance, Blind Person’s Allowance etc.

When you contact us, we will ask you some questions to decide whether we can support you. This includes asking about your yearly income (in most cases, we are only able to offer help if your annual income is under £28,000), any debts or savings you have, and any personal circumstances, hardships or situations that make it difficult for you to get the help you need.