Pensioners
In this section:
- Approaching retirement or State Pension age
- Paying the right tax after State Pension age
- Understanding tax codes and tax forms
- How your pension income is taxed
- Reducing your Income Tax
- Claiming back tax or National Insurance
- Get help dealing with your Tax Office or help someone else
- Passing on your money and property
Claiming back tax or National Insurance
Claiming back tax if you've had too much deducted from your pension How to make a claim if you've paid too much tax on your pension, retirement annuity, a lump sum or in previous years
Reclaiming tax if you've overpaid through your job How to claim a refund if you think you've paid too much tax on your employment or self-employment income
Tax return corrections and refunds How to correct a mistake or make an amendment on a tax return, how to claim a tax refund or correct an underpayment or overpayment
Claiming back overpaid National Insurance contributions How to make a claim if you think you've overpaid National Insurance when employed or self-employed
Tax-free interest or reclaiming tax on your savings/investments If you don't pay tax because your income is low, you can get your savings interest-free - read more and link to the right forms
