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
Passing on your money and property
Introduction to Inheritance Tax planning Making a will, using Inheritance Tax exemptions and reliefs, keeping records and more
Giving money and property to your children and grandchildren Tax rules when passing on money to your children and grandchildren including setting up accounts with tax-free interest
Trusts: the basics Understanding trusts and how they are used, meaning of settlor, trustee, beneficiary and trust property
Tax on a pension you pass on or inherit Check whether your estate will have to pay tax if you pass on a pension, or what tax you'll pay if you inherit a pension
Giving to charity in your will How to make tax efficient donations to charity in your will - your donations are ignored for Inheritance Tax purposes
