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
How your pension income is taxed
Tax on your State Pension Your State Pension counts as taxable income but you only pay tax on it if your overall income is above a certain level
Tax if you take your State Pension later on How you pay tax on a deferred State Pension - whether taken as a lump sum or income
Tax on company, personal or foreign pensions How you pay tax on an occupational or private pension or a pension received from abroad
Tax on retirement annuities How retirement annuities (personal pensions set up before July 1988) are taxed and how to check you didn't overpay in earlier years
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
