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11 reasons you need to register for self-assessment before 5 OctoberThere are lots of reasons why you may need to register for self-assessment. But you’ll need to act fast to meet the 5 October deadline
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Rachel Reeves urged to avoid pension tax relief raid or risk ‘Omnishambles Budget’It might seem like low-hanging fruit, but cutting pension tax relief would be a dangerous move for the chancellor, says former pensions minister Steve Webb
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420,000 more pensioners to be dragged into paying income tax – how does tax on the state pension work?Hundreds of thousands more pensioners will need to pay tax on their pension income at the end of this tax year, new HMRC data shows. We look at how taxation on the state pension works.
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Should you take a 25% tax-free pension lump sum in instalments?Taking out a 25% tax-free lump sum from your pension sounds appealing but it might not be the best way to manage your retirement savings.
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Spring Statement: what could Rachel Reeves say about pensions?The chancellor will deliver her Spring Statement on 26 March. We look at whether there will be any announcements on pensions that could affect savers or retirees
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State pension could rise to £12,600 next year - dragging millions into paying taxThe triple lock could trigger a 5.5% increase to the state pension in April 2026, economists suggest. This means the full state pension will breach the tax-free personal allowance
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HMRC vows to tackle overtaxed pension scandal as pensioners reclaim millionsPensioners claimed almost £50 million in pension tax overpayment refunds in the past three months. Now, HMRC says it wants to improve the system so pension savers “pay the right amount of tax from the outset”. We explain what’s changing
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Pensions face “double tax” due to inheritance tax change - what are your options?The chancellor’s Budget announcement that pensions will be liable for inheritance tax from April 2027 will have big implications for many people’s retirement plans. We look at what to do now to avoid a huge tax bill
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Autumn Budget 2024: Pensions and Aim shares to be taxed in IHT crackdownThe chancellor has announced that pension pots will be liable for inheritance tax from 2027, while Aim shares will be hit a year earlier. Critics call the measures a “blow for savers”
