In this section:
- Approaching retirement or State Pension age
- Tax and National Insurance after State Pension age
- Tax codes and tax forms explained for pensioners
- How your pension income is taxed
- Claiming back tax or National Insurance at State Pension age
- Get help dealing with your Tax Office or help someone else
- Passing on your money and property
Get help dealing with your Tax Office or help someone else
You can ask someone else to help you with your tax affairs or you can help someone else - but you first need to contact HM Revenue & Customs (HMRC) so we can make sure information is only shared with people who have permission to see it.
On this page:
- Authorising an accountant to deal with HMRC for you
- Dealing with HMRC for someone else or asking someone else to help you
- More useful links
Authorising an accountant to deal with HMRC for you
Tax agents and accountants can help you manage your tax affairs, including filling in your tax return. HMRC has a strict legal duty of confidentiality which means that we need your written permission before we can deal with your agent or accountant. Read the guide below to find out what you need to do.
Authorising an accountant to deal with HM Revenue & Customs for you
Dealing with HMRC for someone else or asking someone else to help you
If you want to act on behalf of someone else who finds it difficult to manage their own affairs - maybe because of illness or disability, or because they don't speak English – there are certain steps you’ll need to take. Read our guide below to find out more. It also explains what to do if you want to ask a family member or friend to deal with HMRC for you.
How to deal with HM Revenue & Customs for someone else
More useful links
How to complain to HM Revenue & Customs
Appeals against HM Revenue & Customs decisions
