Get Tax Confident in retirement
No one wants to spend their retirement worrying about tax.
Whether you’ve just retired or you’re planning ahead, we’re here to help you understand how tax works at this stage of your life.
When you retire, tax can feel a bit different. For a start, the money you get might be coming from several places – a pension, interest from savings, or perhaps some self-employed work.
The good news is that the basics are simple once you know them. Watch this short video or read on to find out what topics we can help with.
Watch our short video
Explore the topics that matter most
You don’t need to read everything, just pick the pages that are most useful for you.
Approaching retirement
What to think about as you make or have recently made the change.
Working while receiving a pension
How tax applies when you’re doing both.
How the State Pension works
It counts as income, but here’s what that means.
Savings, investments and tax in retirement
What’s taxed, what’s not, and how allowances work.
Tax when you sell things in retirement
Selling a second home, investments, or other things you own.
Understanding Inheritance Tax
How it works and what you can do to prepare.
How losing a partner affects your tax
A gentle guide to the practical side.
How Self Assessment works in retirement
When you might need to do a tax return.
How Simple Assessment works in retirement
When we’ll work out your tax for you.
Filling the gaps in your knowledge
You don’t need to be a tax expert. These pages are here to help you understand the basics, give you confidence and fill any gaps in your knowledge. Each one explains things in plain English. No jargon. No assumptions that you already know how it all works.
Take your time, read what you need, and if something still isn’t clear you’ll find links to more help.