Pensioners

Approaching retirement or State Pension age
What to do when you retire, including completing the Pension Enquiry form and checking your National Insurance record

Paying the right tax after State Pension age
Tax and National Insurance from State Pension age, including when continuing work or when retiring abroad or back in the UK

Understanding tax codes and tax forms
Tax codes and PAYE Coding Notices explained and what to do if you think there's a mistake

How your pension income is taxed
Tax on the State Pension, company pensions, personal pensions or retirement annuities and foreign pensions

Reducing your Income Tax
Higher Personal Allowance from age 65, Married Couple's Allowance, Blind Person's Allowance and transferring unused allowances

Claiming back tax or National Insurance
How to claim a tax refund if you've paid too much and how to claim back overpaid National Insurance contributions

Get help dealing with your Tax Office or help someone else
How to authorise someone to deal with HM Revenue & Customs for you, or how to act for someone else

Passing on your money and property
Different ways you can pass on your money and property efficiently